Helping You to Achieve Your Goals
At RBC Dominion Securities we simplify our clients' financial lives by optimizing their investments. We use a consultative process to help our clients grow and protect their wealth to help achieve their important financial goals.
Services offered by Luke O'Brien and his team at RBC Dominion Securities include:
- Customized Portfolio Management (Discretionary & Non-Discretionary);
- Investment Strategies;
- Financial Planning; and
- Wealth Management Strategies (including Trust & Estate planning, Risk Management & Insurance Planning, Charitable Giving & Foundation Planning and Private Banking).
When you first meet with Luke, he will ask a lot of questions to help him understand your needs. RBC Dominion Securities offers a very broad and deep set of solutions. 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.
Luke today to arrange your complimentary initial meeting.