Achieve financial freedom with professional wealth management


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Many of our clients have been with us for 20 years or more, and have put their trust in our services to see to the wealth of the next generation.

We have two offices in the Nanaimo area; Uplands and Georgia View Village. For residents outside of Nanaimo area, our group has advisors in Parksville, Qualicum, and Duncan.

 

Contact Blake Simpson, Branch Manager, at 250-244-1237 or blake.simpson@rbc.com for an introduction to one of our investment advisory teams.

Welcome to the Nanaimo Branch


RBC Dominion Securities has been advising individual investors about quality investment opportunities since 1901. Today, we are Canada’s leader in the investment industry. Our reputation, experience and vast resources can give you the financial confidence and stability to succeed.
 

Find out more about how we can be your ideal partner for success.

Will our approach to wealth management benefit you?

We understand that wealth is about more than just money. It is about your ability to use your resources to live the kind of life that you want for your family, and to turn success into significance.

We work with a select group of clients who look to our Investment Advisors for advice that goes beyond simple money management. See if RBC Dominion Securities Nanaimo can be a valuable asset for you – [take our quick wealth management questionnaire.]

Are you getting the best advice on how you invest your money?

Investment advice is plentiful. Sound investment advice is often hard to come by. Our investment professionals take an educated and considered approach to their client investments. After all, RBC Dominion Securities has made a name for itself over the past four decades in Nanaimo for not being like everyone else.

Our Investment Advisors:

  • Recognize you’ve worked hard for your wealth and provide the best possible advice and access to investments that best fit your goals.
  • Understand your individual values regarding wealth, and work with you to achieve your short and long-term plans.
  • Keep you informed of your portfolio’s progress so you can be confident your investments are being carefully monitored even when you do not have the time to do so.

Personalized service, experience, expertise, financial strength and reputation

If these qualities are important to your investment success, one of our professional Investment Advisors is ready to help you.

Contact Blake Simpson, Branch Manager, at (250) 729-3200 or blake.simpson@rbc.com for an introduction to one of our investment advisory teams.

Let us connect you with an advisor!

Please fill out the below form and we will get you in touch with one of our advisors today!

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Blake Simpson

Vice-President & Branch Manager

250-244-1237 | Email me