Our Banking Partners
By drawing on local and regional networks of highly accredited lawyers, accountants and financial planning professionals, our Investment Advisors are able to deliver the level of integrated wealth management expertise that previously was available only to the most affluent families. Our close relationship with RBC Bank, an affiliated company of Dominion Securities, also gives our branch the resources and capabilities that are traditionally reserved solely for the banking sector.
Profiled here are some of our branch’s closest partners, who make possible our integrated wealth management approach. The integration of diverse professionals allows our branch to offer all-encompassing financial services for every one of our clients.
Vice President Private Banking
Andrea's team offers sophisticated banking and high-end credit to meet the needs of high-net-worth clients. They can provide high-end credit vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.
They can create a sophisticated package that is customized to include:
- A full complement of banking options
- A range of personal, family trust or holding company accounts
- A sophisticated suite of credit tools