Solving your most complex problems

 

RBC Dominion Securities boasts the industry’s top resources and the very best financial, legal, and accounting specialists. We draw upon this extensive network to solve and execute upon your most complicated wealth issues – as well as capitalize on opportunities.

Financial planning

A detailed, professionally crafted plan acts as a guide for your financial path ahead and adjusts with life changes.

Legacy considerations

Through Wills, estate planning, and philanthropic giving, you can take control of your wealth’s future impact.

Wealth protection

The unexpected is to be expected. Tax-minimizing strategies and insurance solutions can help insulate you from loss.

Retirement planning

A fulfilling retirement means different things to different people. An individualized, goals-based plan will set you up for yours.

Banking solutions

Offering tailored credit and lending options, our RBC Private Banking partners can serve your specialized requirements.

Business owner considerations

The multifaceted and multi-dimensional requirements of your business are thoroughly considered and fully integrated.

 

Principal RBC partners

 

Analytical, dedicated, and responsive, each of our go-to RBC experts is exceptionally skilled in their respective specialty.

Advisor

Inder Mandar, CPA, CA

Financial Planning Specialist, RBC Family Office Services


Advisor

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Tim Greengoe, BA, MBA, CFP®, CLU, CHS

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Darren Bank, CPA, CA, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Christine Knox

Private Banker, RBC Private Banking


Advisor

Phylicia Rye, CFP®, PFP, TEP

Senior Trust Advisor, RBC Royal Trust