On Wednesday we had our Regional Director and our CEO of RBC Dominion Securities over to the office for a breakfast meeting in where they updated us on the industry landscape, where our firm is heading and how far we’ve come.
RBC Dominion Securities tends not to advertise on a national scale, so I thought it might be nice to change things up this week and share some of our successes with you – as it directly impacts your experience as our clients and your value as shareholders.
Many do not know that we have quietly become Canada’s leading Wealth Management institution by a very significant margin over the past 20 years – now managing just over 251 billion in assets under administration for over 400,000 clients across Canada and worldwide. This accomplishment has also afforded us the ability to continually reinvest in the infrastructure and services that are made available to me as your advisor – providing you with further comfort and confidence in your relationship with us – knowing that you are dealing with the best Investment and Wealth Management institution in Canada.
Fortunately, because of these accolades, we have been able to consistently attract the brightest minds to build a vast and deep Wealth Management platform which includes highly accredited accountants, lawyers, actuaries, financial planning consultants, business owner specialists, estate & trust advisors, insurance specialists and research analysts, to name just a few. All of this translates into a top notch roster from which I am able to extend directly to you as a complimentary service – offering you the best service and solutions available in Canada to grow and preserve your wealth over the years.
It goes without saying that our mutual success is based on the foundation of trust – something we do not take for granted as we value your business very much and are privileged with the implied trust you have given us in managing your family’s wealth.