Our team of RBC Dominion Securities Wealth Management Specialists work as a cohesive group to oversee every element of your family’s wealth including:
Financial Planning
Comprehensive financial plan driven by your needs and goals to ensure our strategy stays on track.
Retirement Planning
Establishing time horizons, life style goals and income sources to realize the retirement you had always envisioned.
Tax Planning
Partnering with your tax specialist to minimize your tax exposure.
Insurance Solutions
A form of risk management to protect your income and address longevity issues.
Will and Estate planning
Includes Wills, power of attorneys, executor’s responsibilities, trusts and estate protection.
Philanthropic Services
Leaving a legacy to make a lasting contribution.
