Doris Lam offers exclusive wealth management services to affluent professionals, business owners, physicians, dentists, and retirees. Her wealth management practice is centered on her clients and built on security, confidence and trust—values that evolve naturally from her commitment to establish a lifelong relationship with them.
Doris takes the time to fully understand where you are today and where you want to be in the future. She is there to create a personalized roadmap and customized investment solutions that bridge the gap and help you achieve your life goals and business objectives, while considering your estate and charitable giving intentions.
Doris understands that each client’s wealth management vision is unique and takes a personal approach to every relationship she builds. Doris and her team of specialists help by:
• Developing a customized plan for both today and tomorrow to simplify your financial life
• Designing and customizing investment strategies that will help you transition into different life stages
• Facilitating tax minimization and helping you save time by coordinating our efforts with those of your tax and estate planning experts
• Discussing proactive plans for retirement and estate planning to help you save money
• Communicating regularly to keep you informed every step of the way
• Providing peace of mind when it comes to preserving and growing your hard-earned prosperity
If you believe you can benefit from a level of full service wealth management where our team would add value, please contact us at Doris.Lam@rbc.com for a complimentary financial planning review or second opinion on your investment portfolio.
doris.lam@rbc.com
514-840-7309
