Your goals matter to me


I understand that every dollar you have earned has come with a meaningful story. This is why I focus my practice first and foremost on really getting to know my clients and their families. I want to hear your stories, understand your values, and learn about your future aspirations. While investment management is fundamental to what we do, effective wealth management involves so much more than investing.

At RBC Dominion Securities, we have a team of industry experts who specialize in Financial Planning, Estate Planning, Tax Planning, Business Owner Planning, Insurance, and more. Having access to this expertise under one roof allows me to provide my clients with a comprehensive wealth management service that is carefully thought out, efficient, and stress-free. Meanwhile, my caring, personalized approach builds trust and lasting relationships with clients who are confident they – and their families – are taken care of.

Working with you at every stage of your financial journey


Am I saving enough? How can I pay less taxes? Will I have enough money to retire?

These are important questions and deserve the required attention to ensure you are planning appropriately. My job is to alleviate any stress these questions might be causing, by providing efficient and highly personalized solutions. My goal is to give you peace of mind and the freedom to focus on what matters most to you.

I work with clients at every stage of their financial journey from implementing a financial plan, accumulating and protecting hard-earned wealth, and effectively transitioning that wealth to the next generation. Here are some areas in which I specialize:

Family Wealth Management

 

Making financial decisions for your family can be overwhelming. My job is to help you protect your hard earned wealth and ensure it is effectively transitioned to the next generation.

Business Owners

 

Owning a business can be extremely rewarding but it requires making many decisions that will have future implications. I can guide you in making the decisions that will have a positive impact on your financial well-being and security.

Women and Wealth

 

Women make the majority of decisions on household purchases, yet less than 50% of women believe they have the influence when making decisions on investments. My goal is to empower women to feel confident in making investment decisions.

Retirement Planning

 

Whether you are approaching retirement or are already retired, I will ensure you make the most out of your retirement savings and maximize your after-tax retirement income.

Nastassja C

Nastassja Celej, CPA

Investment Advisor

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