An advisory relationship is all about trust, but the second most important quality is about capability. Specifically, does your advisor have the resources required to help you build and manage your complete financial future?
We like to say at RBC Dominion Securities that "there's literally nothing we can't provide." Unlike other firms who might focus solely on mutual funds or financial planning, RBC Dominion Securities hires specialists to provide professional advice in all areas of wealth management. In the end, we welcome you to challenge us. We think you'll be surprised at just how much we can do for you.
If you've had any of these thoughts, you could benefit from an introduction to Karen:
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If I could do it all over again, I'd do it differently...
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I've never looked at what the competition is doing.
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I feel unimportant and never hear from my advisor.
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I have an advisor, but he/she does not seek to truly get to know me.
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Can I save tax and invest more by incorporating my business or practice?
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I've heard of people claiming their investment costs on their tax return. How can I do this?
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I often think of investing in an individual stock(s), but always end up with more mutual funds.
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I talk about insurance, trusts, wills, and practice incorporation etc., but nothing ever seems to get done.
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I've always dealt with my local bank branch, but I've heard they are limited to very specific service offerings.
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I've always owned mutual funds, but would like to learn about stocks, bonds, hedge funds, real-estate, and structured investments.
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I often wonder how my advisor gets paid, but am afraid to ask. How much do my investments cost? Are there different ways to pay my advisor?
