In the 1990s, I developed a wealth management model that, coupled with effective portfolio management, has proven successful ever since. I offer flexible and personalized management models to individuals who want the convenience of leaving decisions up to a professional portfolio manager and the privilege of maintaining direct contact with this person.
I hold a bachelor's degree in finance, the title of Fellow of CSI (Canadian Securities Institute) and an MBA. I am licensed in the options and life insurance markets and, together with RBC, I help the client prosper. I am proud to bring this expertise to my management practice, so that my clients feel confident and well advised. My clients are a priority for me, which is why I have surrounded myself with a high-calibre team that will ensure that my client has a rewarding wealth management experience in every respect.
For further details about the services we offer, please read "What's included in your relationship with us (only in French)?"
I also invite you to contact me today for more information about my wealth management practice. You can reach me at 418 527-7070 or by email at claude.trepanier@rbc.com.
About RBC Dominion Securities
Founded in 1901, RBC Dominion Securities is the largest full-service wealth management firm in Canada entrusted with 250 billion dollars in Canadian assets. RBC Dominion Securities provides expert advice, a tailored approach and the high-end solutions that you need to build and protect your wealth. You can count on the strength and stability of RBC as Canada’s leading financial institution.
For more information on RBC Dominion Securities, please see: “Build your wealth with confidence”, “A global leader in wealth management” and “RBC Dominion Securities' value proposition” (only in French).
