Personalized Wealth Management
Wealth management incorporates financial planning, estate planning, risk management and wealth protection planning strategies that complement your investment portfolio plan. The result is a comprehensive approach to help enhancing your income, growth and long-term financial success tax efficiently.
As a well-known Investment Advisor in Vancouver, BC, Charlie Chan and his team at RBC Dominion Securities strive to ensure that the financial goals of all clients are satisfied.
In addition to being a professional team, we are trustworthy friends with integrity and understanding to our clients. Our clients can count on our team to attentively listening to their needs, practically analyze every financial situation and option and then present them with effective strategies to achieve their goals.