At RBC Dominion Securities, we pride ourselves on helping our clients achieve their financial goals, no matter how diverse or unique they may be. With over a decade of industry experience, Matthew specializes in servicing high-net-worth individuals, professionals, executives and business owners while leveraging the resources and expertise available through Canada’s leading full-service wealth management firm.
How we can help:
- Design a customized portfolio for you based on your unique circumstances, time horizon and risk tolerance that ensures your investments are properly diversified
- Manage the day-to-day responsibility and decisions regarding your investment assets
- Formulate a financial plan tailored to address a range of concerns at any life stage, such as cash management, tax planning or retirement preparation
- Ensure your Will and estate are structured in an efficient and tax-effective manner with our team of Will & estate experts
- Protect and enhance your wealth with strategic insurance solutions, through our extended team of RBC experts
Please contact us for more information on the wide range of services we provide and the ways in which we can help you achieve your personal goals.
