For public sector institutions, non-profits, foundations and endowments, disciplined wealth management is absolutely critical to long-term success. However, choosing a capable advisory team can be a challenge when your organization has specific – and sometimes complex – investment goals and constraints.

 

Mete Wealth Management of RBC Dominion Securities is a recognized leader in wealth management. Over the last 20 years, our team has established trusted client relationships with a wide range of organizations, such as municipalities, school boards, non-profits and other government agencies. Our team leader, Frank Mete, is regularly called upon by these institutions and organizations to deliver presentations on the subject.

 

In addition to offering conservative, institutional investing advice, we work with our extended team to assist organizations like yours in:

  • Interpreting new and existing government acts
  • Developing tax-minimization strategies
  • Constructing and documenting of a unique investment strategy, personalized to your goals, constraints and restrictions.

 

With a core focus on preservation of capital, we can help you achieve your organizational goals with confidence.