Comprehensive Wealth Management Approach

The first meeting is designed to help Luke understand your needs. RBC Dominion Securities offers a very broad and deep set of solutions: Investment Management, Insurance Consulting, Structured Settlements, Will & Estate Planning, Margin Credit, Charitable Giving Solutions, etc. The challenge is to construct and implement the wealth management solutions most appropriate for you. To do this Luke will need to understand your background, values about money, current life situation, tax position, and long term goals.
Please contact Luke today to arrange your complimentary initial meeting.

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