Services included in your fees

Our commitment to providing value

 

We are pleased to offer you a wide range of investment and wealth management services, many of which are complimentary to you as a valued client.
 

Discovery
Explore your current financial situation, portfolio and investment objectives
Establish your investment and wealth management goals
Determine your tolerance for risk and market fluctuation

Strategy
Develop your individual Investment Policy Statement
Build customized portfolios designed to meet your investment goals
Establish your needs for tax, estate, insurance and charitable gift planning
Provide research, commentary and information on specific holdings, markets or economies
Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
Introduce, as appropriate, a full suite of services from our RBC partners
Enhanced wealth management services
Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
Comprehensive financial planning (Compass Financial Plan)
Family Snapshot™ Wealth Management Opportunities Report
Will and estate consulting
Insurance-based wealth enhancement assessment
Business succession planning
Corporate re-organization advice
Family wealth management

Thank you for your interest in wealth management at RBC Dominion Securities. For more information, or to schedule an appointment, please contact us.