RBC Dominion Securities Inc.
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RBC Dominion Securities Inc.
Sign in
Client Login
Online Banking
Home
What We Do
Our Relationship
Our Approach
Our Services
Business Owner Planning
About Us
Our Team
Our Preferred Wealth Experts
Our RBC Partners
About RBC Wealth Management
Client Resources
GIC rates
Online services
eDocuments
Your DS statement
Tax reporting guide
COVID-19 Preparedness
Publications
Business owners
Perspectives magazine
Wealth Management Quarterly
Blog
Contact
What’s included in your relationship with us?
COVID-19 – health and safety notice.
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We are pleased to offer our clients a wide range of investment and wealth management services, many of which are complimentary to you as a valued client.
Discovery
Explore your current financial situation, portfolio and investment objectives
Establish your investment and wealth management goals
Determine your tolerance for risk and market fluctuation
Strategy
Develop your individually tailored wealth management strategy
Build customized portfolios designed to meet your investment goals
Establish your needs for tax, estate, insurance and charitable gift planning
Provide research, commentary and information on specific holdings, markets or economies
Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
Introduce, as appropriate, a full suite of services from our RBC partners
Enhanced Wealth Management Services
Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
Comprehensive financial planning (Compass Financial Plan and/or myGPS™ Wealth Management Reports)
Will and estate consulting
Insurance-based wealth enhancement assessment
Business succession planning
Corporate re-organization advice
Family wealth management
Investment solutions
Proprietary and third-party investment products, including mutual funds and portfolio services
Global and North American equities, including stocks, preferred shares, income trusts and more
One of Canada’s largest inventories of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds
Investment portfolio services
Ongoing personal advice
Buy/sell recommendations
Scheduled portfolio reviews
Portfolio monitoring
Portfolio rebalancing
Research and information services
RBC Wealth Management Services library of publications and articles on a wide range of tax, retirement and estate planning topics
Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, JP Morgan, and independent Veritas exclusive to RBC
For a free consultation,
contact us
today.