Working collaboratively as a team to deliver an elevated client experience 

At de Groot Wealth Management of RBC Dominion Securities, our client experience is built on a foundation of trust, humility and honest connection with our clients. We begin each relationship with in-depth discovery and a genuine curiosity about your needs, goals and priorities. We capture all of this in a comprehensive plan that serves as the blueprint for your investment strategy and allows us to track progress towards your goals.

By combining her strength in building balanced portfolios with her extensive knowledge of financial and tax planning, Elizabeth de Groot takes pride in truly understanding your unique needs and implementing individualized wealth management strategies. Supported by the vast resources of RBC Dominion Securities, Canada’s leading full-service investment firm, we offer services beyond investing, such as financial planning, Will and estate consultations, insurance-based wealth preservation, tax-minimizing strategies and charitable giving programs.

We recognize that individuals come to us at different stages in their life, with different past experiences, backgrounds and philosophies on money. For clients in the earlier stages of life, accumulating wealth and preparing for future milestones is often of great importance. As people approach retirement, they often look to protect their wealth while building a tax-efficient income stream for life after work. We specialize in helping individuals navigate these and other stages of life.

 

"Thank YOU for taking the time to meet with Larry and me.  I cannot thank you enough.  You give us such a comfort and me the confidence to move forward.  Not only do you know your "stuff".......you make us feel like we are part of your family!" 

- Linda McMahon, Client

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Rotary Club of Wasaga Beach & Royal Victoria Hospital celebrate fundraising success!

Jun 27, 2019 06:00 PM - Jun 27, 2019 08:00 PM Eastern Daylight Time
Wasaga Beach RecPlex - Oakview Room Room Room Wasaga Beach, Ontario

Please join us for an evening to celebrate the fundraising impact of local Rotary Clubs, the generosity of local residents and the resulting positive impact on RVH services now available to our community.

Elizabeth de Groot will be joining as a guest speaker to discuss the advantages of using charitable giving to create a meaningful legacy and as a part of your overall tax planning strategy.

Wine & Cheese will be served.

Attendance is complimentary, but seating is limited. Please RSVP to Cassandra de Groot at 705-444-4787 or use the "RSVP" button below. 

Please click here to read more about the event.