Collaboration is the core of our business.
It starts with you. We take the time to learn and understand who you are and what is important to you. This ensures that the strategies and solutions that we present for your consideration support your goals, beliefs, and your long-term needs.
Collaboration extends beyond you and our team. By working with your accountant we help you keep more of what you earn. Working with your lawyer, we will ensure that your goals for your estate will be executed with maximum efficiency so that your beneficiaries see more and the government sees less.
You don’t get one of us, you get all of us.
Each of our clients works with either Dennis or Ngaire as their primary advisor, but every recommendation and planning solution that we present to you comes from our entire team. We are five people who each bring a different skill set and a different perspective to the table. We believe that together we deliver better ideas, better strategies, and a better overall experience for our clients.
RBC Dominion Securities is Canada’s leading full-service investment firm. Our partnership with our firm gives our team and our clients access to top-ranked capital market research. We can draw on the expertise of our in-house lawyers, accountants, financial planning specialists, and other experts. The ability to partner with best-in-class money managers also allows us to build a portfolio that will fully participate in the upside of the markets over the long-term while reducing the bumps along the way.
Tax-smart investing
We don't want you to pay any more tax than you have to. With this in mind, we pay attention to the placement of assets within your registered or non-registered accounts to allow greater control over how the growth is taxed in your hands. We're also mindful of which tax bracket you are in and whether or not there are strategies that can be used to maximize the dollars in your pocket without impacting government benefits like Old Age Security.
