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.