A Comprehensive Solution to Achieve All Your Financial Goals
Over time, we work with you to implement strategies to take care of your investments, income and asset protection, help ensure you have addressed your Will and estate planning needs, and introduce you to Royal Bank of Canada experts for any banking and borrowing needs.
- Investment Planning – We are backed by a team of specialists within RBC Dominion Securities, as well as from RBC. This allows us to access the required expertise to provide you with a comprehensive investment strategy that addresses all of your needs and goals.
- Retirement Planning – Explore how we can meet all your retirement needs including saving for retirement, protecting retirement savings and maximizing retirement income.
- Estate Planning – We provide strategies to organize and protect your estate for your beneficiaries that complement the services provided by your existing legal advisors. Meet our expert, Catherine Nicholls.
- Insurance Planning – We can help you protect your financial security during your lifetime, create tax-efficient retirement income and enhance your estate value using tax-exempt insurance strategies. Meet our experts, Richard Todd and Thomas Seah.
- Personal and Private Banking Services – Access top notch personal day-to-day banking services offered through your regular RBC branch, or customized private banking services tailored to your needs – you choose. Meet our Royal Bank of Canada expert, Cindy Markell.
- Tax Planning – We provide specific tax-minimization strategies that may reduce the amount of taxes you pay, thereby making funds available to allocate toward your long-term goals.
- Education Planning – We can provide you with guidance on how to maximize the value of your Registered Education Savings Plans (RESPs) and information about other options.
About RBC Dominion Securities
RBC Dominion Securities has been helping investors achieve their goals since 1901. Our vision is simple: to always earn the right to be our clients' first choice for wealth management services.
Today, RBC Dominion Securities is Canada's leading provider of wealth management services, trusted by more than 400,000 clients worldwide. As a member of RBC Financial Group, Canada's most trusted financial institution and North America's # 1 Safest Bank - as ranked by Global Finance magazine (2010), we also offer peace of mind, stability and access to a complete range of financial services.
Learn more about RBC Dominion Securities by clicking here.
How we treat our clients…
