A personalized approach

For more than 20 years, Lama Jarkas of RBC Dominion Securities has made the financial well-being of health professional clients a top priority. We begin by getting to know you, to discover your story, your priorities, your motivations and what is most important to you. We then tailor our in-depth advice to your lifestyle, financial management needs and short- and long-term goals to help you achieve personal success.

Our methodical, highly personalized approach guides you through your action plan, which is presented with precision and implemented with intelligence. Your plan is focused on the optimization, growth, protection and transmission of your wealth, both personally and professionally, according to the unique needs of you and your family.

Whatever your stage of life or how complex your needs, we can advise and help you through each of life’s transitions. We are committed to supporting you at each chapter, whether you’re building a business, navigating the incorporation process, purchasing a clinic, planning for retirement, transferring wealth to the next generation, or simply building your financial structure for solid growth.

Allow us to guide you toward realizing your future ambitions. Above all, we’re here to help protect what matters to you, so you can achieve excellent financial health with confidence and peace of mind.

 

Our expertise includes:

• Specialized management for a clientele of health professionals, doctors, dentists & pharmacists

• Personalized portfolio management

• Tax planning & investment optimization 

• Financial planning

• Guidance in the incorporation process, sale and purchase of medical clinics

• Estate planning

• Risk management and insurance solutions

• Credit management and private banking

• Business and Commercial management

• Creation of foundations, private colleges’ and foundations’ portfolio management, and philanthropy

 

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Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

                                                                                                            

"Contributing to your financial health, while optimizing your financial situation and protecting what is important to you: this is my daily source of motivation."

~ Lama Jarkas, Investment Advisor

Contact us

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