Our vision is simple - To always earn the right to be our client's first choice for Wealth Management.
My wealth management solutions extend beyond having a well-disciplined money management strategy. I take a personalized approach to helping my clients achieve their goals, whether this is by simplifying their financial concerns, building financial security, converting wealth to income or transferring wealth between generations. I believe my desire to understand what is truly important to my clients and the commitment to making a difference in their lives is the driving force behind my success.
Leading a team of experts at RBC Dominion Securities, we focus on providing the highest quality of investment portfolio management, financial and estate planning and business succession planning for individuals and private families.
I work with foundations and corporations in developing and managing customized investment portfolios.
Our clients include
* Busy executives and professionals looking to free their time to focus on personal and career goals * Successful business owners and self-employed professionals who need help managing personal and business assets * Pre-retirees who want to make the most of their retirement savings as they approach retirement * Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security * Well-established families seeking professional guidance transferring wealth to the next generation in a tax-smart manner * Philanthropists looking for creative ways to enhance their legacy to chosen charities * Profit and Non-profit organizations requiring assistance managing investment assets according to specific guidelines
Margaret Yee is Chartered Financial Analyst (CFA) and a member of an elite group of professionals able to offer discretionary portfolio management services through the Private Investment Management (PIM) program at RBC Dominion Securities. Contact us today.