We have an amazing team of experts at your fingertips to make sure that you, our clients, get the best results possible.
RBC Dominion Securities employs a multitude of Wealth Specialists for its clients & advisors to draw on.
These include Financial Planning Specialists, Estate Planning Specialists, Lawyers, Accountants, Private Bankers to name a few. These specialist are available on location to meet with our clients and their services are included in your relationship with RBC Dominion Securities. With specialties in areas such as tax planning & minimization, wills & estates, wealth transfer, business succession planning, and more, we are confident that we are able to fully manage any and all of your complex financial circumstances.
Additionally, our High Net Worth Planning Services provides customized tax and estate planning recommendations, overall wealth planning and business succession planning for higher-net worth families. For business owners they develop a comprehensive and holistic plan focused on a business owner's personal and corporate planning objectives. Strategies related to business risk, transition, succession, retirement, and tax are identified and evaluated to address planning needs.
Our High Net Worth planning team members work directly with us and your existing trusted independent advisors (e.g. accountants, lawyers, etc.) to better understand their goals and objectives, and provide integrated coordinated services to build and protect wealth. Providing services that complement those provided by existing trusted professional advisors, High Net Worth Planning Services does not draft legal documents and does not prepare tax compliance documents.