What clients say

R.U.

Douglas Kerr and RBC DS have been an integral part of our investment decisions for almost 20 years. In the years leading up to the sale of our family business, Douglas and his team were invaluable. Their advice and guidance provided a level of comfort and stability which enabled us to focus on the task at hand. Douglas has provided us with a number of in depth financial and retirement plans over the years which has given us the confidence to transition smoothly into retirement.

Douglas and his team are very responsive when we have questions and any concerns are resolved in a timely manner. Whenever there is extended volatility in the markets we are usually contacted by Douglas to explain what is happening and how it is affecting our portfolio.

We appreciate that we have been invited to attend a number of seminar over the years pertaining to various aspects of investing. Along with the monthly RBC DS Global Insight newsletter provided by Douglas, we are given the opportunity to keep abreast of what is happening in the investments world and how it affects us.

We are very satisfied with the level of service and knowledge provided by Douglas and would highly recommend him

S.D.

For various reasons, I needed to obtain a different financial advisor in 2011 and asked my tax accountant for advice in this regard. He recommended three different individuals and/or financial institutions for me to consider.

After I met with all three, it was readily apparent that Doug was the best "fit" for my financial requirements.

Doug is extremely knowledgeable in all areas of financial/economic issues, including market trends and political influences. He is very approachable and responsive, and I firmly believe he has my best interests at heart. We meet regularly to discuss my portfolio and he always ensures any questions or concerns are addressed.

Over the years, he has also connected me with professionals in other areas of wealth management, including estate planning, wills, and taxation. I have been extremely satisfied with their services also.

As Doug sometimes says, "A referral is the greatest compliment a client or colleague can give." As such, I have referred many friends and family members to him over the years and will continue to do so going forward.

H.M.

My husband took care of our financial investments and worked with Doug on building a successful portfolio. When my husband suddenly passed away, Doug was able to assist our family in continuing to make wise financial decisions. His compassion and expertise have been appreciated.