Professional Wealth Management, Tailored to You


At RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC, Canada’s leading financial institution by assets under management.

What does a comprehensive wealth management strategy include?

Investing

  • Custom-design your portfolio based on your needs for income, growth and security
  • Diversify to manage risk and achieve return objectives
  • Review and rebalance on an ongoing basis

Financial Planning

  • Clarify your financial goals
  • Create a net-worth statement
  • Recommend planning
    strategies

Will & Estate planning

  • Identify opportunities to protect your estate for your family
  • Help simplify estate settlement
  • Help you create an enduring family legacy

Retirement planning

  • Maximize retirement savings and income
  • Coordinate transition into retirement
  • Assist with business succession

Tax planning

In consultation with your tax
advisors, we can help you identify
tax-minimizing strategies that can:

  • Protect your wealth
  • Enhance your after-tax retirement income
  • Minimize estate taxes
 

Kyle Sarai, MBA

Investment Advisor

604-257-3225 | Email me

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