Pearlstein Wealth
of RBC Dominion Securities

Building your wealth, steadily

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You’ve heard the tale of the tortoise and the hare – the two critters who taught us “steady progress wins the race.” Their lesson isn’t exclusive to childhood stories; it’s also relevant to building and protecting wealth.

We’re not going to start referring to ourselves as “the tortoises of the wealth management world,” though when it comes to market cycles, we’ve been around the track a few times. However, the story is a metaphor that reflects both our team’s history and approach to managing our clients’ wealth. Geoff Pearlstein founded Pearlstein Wealth of RBC Dominion Securities in 1985 with a lofty goal: provide clients, at each stage of life, with expert advice and steady progress towards their wealth goals. And, when Michael Pearlstein – Geoff’s son and an accomplished wealth expert – joined the team in 2013, we merged the tools of today with sage experience and perseverance.

How we help

As a team, we take great pride in rolling up our sleeves to make steady progress towards your dreams. And we do this several ways:

• We build an intimate understanding of your needs.
• We select investment solutions that zig when the market – or life – zags.
• We go beyond investing.
• We work closely with your other experts.

 

Contact us