What we offer

Building and managing your portfolio is a core part of our business but it is just one of many products and services that we can offer our clients. Becoming a client at RBC Dominion Securities gives you access to:

  • Insurance Services
  • Will and Estate Planning
  • Education Savings
  • Premier and Private Banking
  • Commercial and Corporate Banking
  • Credit and Lending
  • Charitable Gift Program

 

Our job is to:

  • Fully understand your situation(s) and solve any issues with solutions that make sense for you
  • Develop a financial plan and a portfolio based on your circumstances
  • Connect and collaborate with any existing advisors, including lawyers, accountants and other advisors
  • Keep you updated on any meaningful market and economic moves that might affect your current portfolio and the strategy being used
  • Be proactive. If there is anything missing that we feel will benefit you we will immediately bring it to your attention

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