Our firm, Dominion Securities, was founded in 1901, in Toronto, Canada, primarily focused on government and municipal bonds, but expanded during World War One with war bonds. The equity trading department was added in 1937. In 1988, the Royal Bank of Canada purchased 67% of Dominion Securities Inc., with the remaining 33% purchased in 1996.
We strictly adhere to our firms 114 year investment philosophy: A conservative strategy focused on research and diversification. Our wealth advisory style has remained constant with our firm's: A personalized, family office style, wealth planning approach.
We operate based on our principle of understanding what success is for each and every client and leveraging our firms immense resources to implement tax, estate, and investment strategies that are bespoke to each relationship. As stewards of our clients' monetized life's work, we believe in a strong sense of ethics and a fiduciary responsibility. As part of this responsibility, we believe in providing a high level of service and offering the lowest fee possible.
As we move forward, we will continue to operate with the philosophy that has navigated our clients and firm through 114 years of turbulent markets, World Wars, and financial crashes - A researched, diversified investment strategy, and a responsibility to our clients.
We invite you to explore a personal relationship with us, and we thank our clients for their continued trust and confidence.
Jason Gifford, CPA, CMA James Law, CFA Kinny Dhaliwal, CFA Chris Weiers, CPA, CMA
