Our Wealth Management Approach

 

Working with the Seetal Cornish team

At RBC Dominion Securities, we are committed to providing personalized financial solutions tailored to your unique needs and goals. We will work closely with you to develop a comprehensive strategy that addresses all aspects of your financial life.

More about us ▶

We will help you answer your important questions

  • How can I secure my family's financial future?
  • What should I do to best plan for my retirement?
  • How can I get the most out of my investments?
  • What are the most tax-efficient ways to transfer wealth?
  • How can I balance my current lifestyle with my long-term financial goals?

What to expect when working with us

Initial Discovery

Initial Discovery

We begin by understanding your unique financial situation, goals, and aspirations through in-depth conversations.

Seamless Onboarding

Seamless Onboarding

Our streamlined process ensures a smooth transition as you become a valued client of our firm.

Personalized Strategies

Personalized Strategies

We develop tailored financial strategies that align with your specific needs and long-term objectives.

Proactive Reviews

Proactive Reviews

Regular check-ins and portfolio reviews ensure your financial plan stays on track and adapts to your changing life circumstances.

Key focus areas to drive your success

Wealth Planning
Estate Planning and Trust Services
Tax Planning and Strategies
Philanthropy
Wealth Planning

Championship-level, Comprehensive Wealth Planning

Financial Goal Setting

  • Retirement planning
  • Education funding
  • Major purchase planning
  • Family financial literacy

Risk Management

  • Insurance needs analysis
  • Asset protection strategies
  • Long-term care planning
  • Succession planning for business owners
Estate Planning

Estate Planning and Trust Services

Estate Planning Strategies

  • Will and trust creation
  • Legacy planning
  • Charitable giving strategies
  • Business succession planning

Trust Services

  • Trust administration
  • Fiduciary services
  • Special needs trusts
  • Wealth transfer strategies
Tax Planning

Tax Planning and Strategies

Personal Tax Planning

  • Income tax optimization
  • Capital gains tax strategies
  • Retirement account tax planning
  • Alternative Minimum Tax (AMT) planning

Business Tax Strategies

  • Corporate structure optimization
  • Business expense management
  • Tax-efficient compensation planning
  • International tax considerations
Philanthropy

Philanthropy and Charitable Giving

Charitable Planning

  • Donor-advised funds
  • Charitable trusts
  • Family foundations
  • Impact investing strategies

Legacy Building

  • Multigenerational giving strategies
  • Philanthropic mission development
  • Nonprofit board participation guidance
  • Charitable gift tax optimization

Your goals light the path. Our partnership achieves them.

Let us guide you

 

We're here to help you transform your financial aspirations into triumphs.

Schedule your free 30-minute consultation now and discover how our personalized approach will make a difference in your financial life.

Request a call
Or call us today - 403 299 5029