We are privileged to have been named one of the highest-ranked teams at RBC Dominion Securities for client satisfaction.
In 2007, RBC Dominion Securities clients were asked to provide feedback on their satisfaction levels with their advisors in a national client survey. Our clients' own satisfaction scores in the inaugural survey were amongst the highest across all advisors and teams nationwide. In a similar national survey conducted in 2011, our clients responded with even stronger, more positive scores in all categories, and Langill Wealth Management Group of RBC Dominion Securities was rated by our clients as one of the top practices in the firm.
We are extremely proud to have received this strong, positive feedback from our clients, and work every day to ensure that we continue to earn this ranking, and exceed our clients' expectations.
Managing your wealth as a family CFO
Langill Wealth Management Group of RBC Dominion Securities is one of the largest discretionary portfolio management groups in Canada.
For portfolios exceeding $1 million, we manage your assets on a discretionary basis, relieving you of the day-to-day details of managing your investments. We oversee your customized portfolio on your behalf, based on your growth objectives, income needs, tax situation and risk tolerance. These specific guidelines are documented in your personal Investment Policy Statement, to which we are accountable at all times.
Managing your investments in this way provides you with time to travel or to focus on family and career without being preoccupied with the day-to-day details of managing your wealth.
If your preference is to be more involved in the day-to-day trading in your account, we can set your account up on an advisory basis with fee-based or transaction-based arrangements.
We would be pleased to speak with you about your investment management needs. Please contact us today to arrange a meeting.
Our Services Designed for You
Our Process
An introduction to our investment process, and how we tailor our approach according to your wealth management goals. More information on Our Process found here
Discretionary fee based management of your portfolio.
Self-directed fee based account management
A comprehensive plan driven by your goals for the future.
Develop an investment management plan for your business.
Solutions and strategies for protecting your assets, transferring your wealth and settling an estate.
We also offer you a number of value-added services.
In addition, please let us know if one of Our Business Partners can help you achieve your Insurance, Financial Planning, or Estate and Wealth Management Protection goals.
