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 Private Wealth of RBC Dominion Securities is pleased to offer Private Investment Management.
 
Daniel, Senior 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.

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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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Recent Posts

Fall 2024 Investment Strategy Update Daniel Kelly Private Wealth

Oct 24, 2024 | Daniel Kelly

Prediction is very difficult, especially if it’s about the future.” ~Nils Bohr, Physicist

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The Wealthy Barber on how a cottage can complicate estate planning

Sep 23, 2024 | RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

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Video: The Wealthy Barber: Is your Will’s executor ready?

Aug 30, 2024 | RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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