Investing: Through your RBC Dominion Securities advisor, you have access to virtually every type of investment available on Canadian and global markets, backed by the expertise of our capital markets research analysts, portfolio strategists and other investment professionals.
Tax Planning: Minimizing your family’s tax obligations is a key part of the overall wealth planning process your Investment Advisor is able to provide. Your Investment Advisor can introduce several tax-minimization strategies that can benefit you and your family, including: family income splitting, investing through tax-exempt insurance and tax-efficient asset allocation.
Retirement Planning: Wherever you are on the path to retirement – saving for retirement, protecting retirement savings or maximizing retirement income, RBC Dominion Securities will help ensure that your retirement years are comfortable and secure.
Insurance Planning: With our insurance-based solutions, you can enhance your retirement income, protect your family's financial security from adverse events, safeguard your business, and maximize the value of your estate for your beneficiaries.
Estate Planning: Helping you build and effectively manage your wealth and investments is just one of the ways RBC Dominion Securities can help meet your needs. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.
Charitable Giving: Our Charitable Gift Program is designed for individuals and families wishing to support charitable causes in a meaningful way, without the time and cost associated with establishing a private foundation or endowment fund. It is an easy, convenient way to support charitable causes, today and in the future, while receiving important tax benefits.
Through this program, you can make initial and ongoing contributions to a charitable gift fund managed by the Gift Funds Canada, one of the leading charitable foundations in the country.
Financial Planning: As an RBC Dominion Securities client, you’ll have access to a wide range of financial planning services and experts, through your Investment Advisor. Our approach to financial planning focuses on the development of a comprehensive plan that that looks at every financial decision that impacts your life and includes projections to determine if you’re on track to meet your financial goals.