Lappan Wealth Management Group of RBC Dominion Securities

Helping you put your financial situation into perspective, so you can lead the life you want.

Who can the Lappan Wealth Management Group help? 

Our services are designed for individuals, families, businesses and other organizations that require professional assistance with managing their wealth.
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Wealth Management Solutions designed for you

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, we can help.

Recognized as one of the leading Wealth Managers in Vancouver, The Lappan Wealth Management Group provides a comprehensive range of wealth management solutions designed to your unique specifications.

Our client service team is comprised of Investment Advisor Joe Lappan, Associate Jeff Chan, our Financial Planners, Estate Planning Specialists & Will & Estate Planners. Combined, The Lappan Wealth Management Group offers over 50 years of experience in the financial services industry.

Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.
Please contact our office today to schedule a meeting.

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