Knowledge builds a portfolio, teamwork builds wealth

Boothman Private Wealth Management of RBC Dominion Securities has over 65 years of combined wealth and investment management experience.  Our team will help you meet your various goals.  We take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.  With the expert support of an industry leading RBC Wealth Management Services team, we can help you address your specific financial tax, retirement & legacy planning concerns. 

 

Working together, for you, to help you achieve your financial goals by listening to your needs and finding personalized solutions, with care and attention, to provide you with peace of mind.

Brendon's knowledge and engaging personality set me at ease during a difficult transition period.  You know that you aren't just "a client" with Brendon. Brendon truly cares about the people that he serves and treats each person with the care and compassion that one would imagine he treats his own mother. In a world filled with abundance of choice and overwhelming volumes of information and assertions,  I am so grateful that I chose Brendon Boothman as my financial advisor for his knowledge, experience and most of all genuine care and concern for me as a person.

-R.S

Recent Posts

Charitable Giving

Oct 15, 2019 | Brendon Boothman

With only a couple months left in the calendar year you should start talking with your advisor about year-end tax planning. One strategy...

Read more

Education planning

Sep 10, 2019 | Brendon Boothman

Summer is over and kids are back to school, now is a good time to think about the costs of education. We’ve done some research about...

Read more

Recommended Reading List

Aug 07, 2019 | Brendon Boothman

Many people find that summer is a good time to relax and enjoy a good book. Our team would like to share with you some of our recommended...

Read more