Our relationship with you, as with each client, is a unique engagement – from defining your needs and goals to executing and monitoring your plan. RBC Dominion Securities is a member of RBC, the nation’s most recognized and respected financial institution. Our full-service scope enables us to develop powerful, customized investment solutions, the value of which is fully realized by applying our own investment knowledge and experience to achieve your desired outcome.
At the outset, we work with you to clearly define your investment objectives, income needs, asset mix guidelines, security selection criteria, and review processes — with careful attention to tax, retirement, and estate planning strategies. Once agreed upon, we structure your diversified portfolio and develop your Customized Investment Policy Statement. Constant monitoring with regular portfolio reviews and performance reporting ensures the process is flexible, yet disciplined enough to achieve your desired results. Having this expert, enduring guidance is a unique and long-standing relationship — one that enables you to remain focused on your other personal or professional goals.
We are here to understand your individual opportunities, provide meaningful direction to reach your investment goals, and help you realize your vision of the future.