At RBC Dominion Securities, we have been helping individuals, families, businesses and other organizations achieve their financial goals since 1901. Today we are Canada's leading provider of wealth management services, trusted by more than 400,000 clients globally.
I run a comprehensive wealth management practice. I partner with my client/families and work with them on their financial planning, investment management, will and estate strategies, risk management and finally the retirement income plan. With my RBC bank partners we can also assist with any banking, financing or credit requirements.
Once initial strategies and structures are set, our partnership begins. The fluidity and dynamic nature of life then requires constant monitoring and fine tuning of your situation. Imagine your own personal Financial Concierge…seeking to continually optimize your financial house.
