Mastery is at the core of our values at Eydt Wealth. This drives us to continually improve and never be satisfied with the status quo. In 2016, we chose opportunity over comfort, and moved the Eydt Wealth practice to RBC Dominion Securities to enhance the platform and experience we offer our clients. The 2021 Investment Executive Brokerage Report further supports that we, and the clients that moved with us, made the right decision.
For the 15th consecutive year, advisors rated RBC Dominion Securities the highest on average (and the highest in 18 of 29 categories) among bank-owned wealth management firms.
In the report card, we received the highest scores among bank-owned firms in all wealth planning categories, including support for:
- Developing a Financial Plan for Clients (9.5)
- Wills & Estate Planning (9)
- Tax Planning (8.8)
- Insurance Planning (9.2)
We also led in two key categories important for servicing clients with more complex financial situations:
- Products & Support for High-Net-Worth Clients (9.5)
- Support for Discretionary Portfolio Management (9.3)
Being our clients’ Wealth Quarterback is one of the biggest value adds we can bring to the table. RBC DS’s planning expertise is second to none and it allows us to synchronize our clients' wealth plan which includes, tax, estate, cash flow and investment planning in a coordinated plan.
This leading platform helps us deliver clarity, stability and confidence so our clients can enjoy their money!
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2021 RBC Dominion Securities Inc. All rights reserved. 21_90083_063