Who Are We?
We are the Patel Advisory Group of RBC Dominion Securities.  We are a team of professionals whose purpose is to provide our clients with knowledgable and proactive financial advice delivered with a friendly, personal touch.
What Do We Do?
We help provide financial security to you through a diversified investment strategy and a personalized financial plan.
How Do We Do It?
We listen.  We understand that each of our clients' circumstances is unique.  We've learned that by listening to your story we are better equipped to build a strategy that addresses your investments, retirement cash flow, taxes, insurance and estate plan.  Together, we will implement, monitor and revise your strategy as your life evolves.
Who Do We Do It For?
We work with a wide array of individuals, families, business owners and not-for-profit organizations.  Our clients share with us the most intimate details of their financial lives.  It is therefore very important that we establish a strong rapport with our clients as we will be working together for a long time.  Many of our current clients relationships are into their second and third decade, or span multiple family generations.
Thank you for your interest in wealth management at RBC Dominion Securities.  For more information, or to arrange a complimentary consultation, please contact our team today.

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