Gain a Fresh Perspective on Your Wealth


One of the unique things we bring to our approach to wealth management services is our ability to combine taxes, legalities and investments all into one conversation. By examining all aspects of your wealth as a whole, we have a distinctive understanding of your situation and how to create the future you envision.

Who We Are

At RBC Dominion Securities, we have been helping individuals, families, businesses and other organizations achieve their financial goals since 1901. Today, we are Canada’s largest provider of wealth management services1, trusted by more than 500,000 clients globally with $425 billion in assets under administration.2

What We Do

My team and I are dedicated to helping you pursue your goals while formulating a unique wealth strategy designed to support your family for years to come. This strategy includes:

  • Providing a Written Financial Plan
  • Custom-Designing Your Portfolio
  • Tax Planning
  • Retirement Planning
  • Estate Planning
How We Help

Together with my extended team, we bring perspective, clarity, and skillful hands-on problem solving to our clients each day. Not only are we patient listeners, but also passionate “doers” who get things done — efficiently and accurately. Developing a true connection with you and your family and your world is at the core of what we do. To us, it’s about discovering what you need to feel confident, comfortable, and prepared for the future.

Supporting Every Type of Financial Need You May Have


Retirement Planning


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Tax
Planning


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Estate
Planning


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Planning
for
Lawyers


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Business
Owner
Planning


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Healthcare Professional Planning


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Financial
Planning


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1Retail Brokerage and Distribution Canada–Quarterly Update, Investor Economics (Fall 2022). 2Financial information as of October 31, 2022.