Who's Helping You?

As you enjoy greater success in life, your financial affairs become more complex and demand more of your time – time that you would prefer to devote to your other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, Daniel Kelly Wealth Management of RBC Dominion Securities is pleased to offer Private Investment Management.
 
Daniel, Vice-President and Portfolio Manager, has spent the past 28 + years focusing on his clients’ goals and mapping out how to reach them. He and his team love to work with families, business owners, foundations, professionals and family offices to present straightforward and comprehensive wealth management solutions. If you want a proven, thoughtful and disciplined approach to achieving your goals, please feel free to explore our site and contact us today to see how we can help you.
 
 

 

 

 

Contact Us

To schedule a complimentary consultation, or to subscribe to our quarterly investment strategy update, please enter your contact information below. We look forward to hearing from you!

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