About Our Team
Who we are - We...
- Work for the largest, most successful wealth management business in Canada
- Are well respected in the community both RBC and our team
- Have built great relationships with our clients, our partners and our fellow community leaders
What we do - We...
- Pride ourselves on our conservative, well-diversified approach and the results this approach has generated for clients over many years
- Are our clients personal chief financial officer
- Help our clients make the right financial decisions to get what they want out of life
- Provide a comprehensive, multigenerational focus and take care of the whole family
Who we do it for - We work with...
- Business owners and former business owners who have sold their businesses
- Professionals and retirees
How we do it...
Money management approach
- Asset allocation is key to our success
- We have a disciplined approach, using primarily individual securities (stocks, bonds and GICs)
- We use a fee-based approach, which is wholly transparent and very tax- efficient
Wealth management approach
- We deliver succession, estate and tax planning for business owners, professionals and retirees
- We leverage our RBC specialists in these fields to help deliver these services
Thank you for your interest in wealth management at RBC Dominion Securities. For more information, or to arrange a complimentary consultation, please contact our team today.