IMPORTANT  - FRAUD ATTEMPTS

It has come to our attention that someone is impersonating Peter White and contacting clients with the premise of discussing urgent financial decisions.

Please know, we would not contact clients that we do not already have a relationship with, to discuss such matters.

These incidences are being escalated within RBC as per our security protocols and we ask that you not engage with this impersonator, should you be contacted.

If you would like to report an incident, please contact Andrea Strayer at andrea.strayer@rbc.com and she will forward it to our management team.

 

Thank you very much. 

 

What number will help you retire with ease?

What is the number that will give you peace of mind, dignity and independence in retirement? Although it can be difficult and intimidating to quantify, it is possible to create an achievable plan, tailored to your individual needs.

We are your partner in building your custom financial roadmap, to help you get from where you currently are to where you want to go. As you navigate your journey to financial freedom, no matter what challenges lie along the way, we will be there with you as your financial “problem-solvers.”

White Private Wealth Management of RBC Dominion Securities has over 100 years of combined industry experience, and we are proud to combine our vast and unique experiences to serve you. We specialize in addressing the complex needs of managing significant wealth. Our holistic approach includes portfolio management, tax, estate, insurance, and big-picture comprehensive financial planning services, in collaboration with our industry-leading partners throughout RBC. We take care of the day-to-day management of your finances, so you can concentrate more on what matters most to you.

Learn more about our distinguished team and partners.

Whether you are looking to plan for or are already enjoying your retirement, we are here to provide advice and expertise to craft the right financial experience for you. Contact us today to schedule a complimentary review.

Peter M. White, CFP, CIM, FMA, FCSI

Senior Portfolio Manager & Wealth Advisor

|
343-630-2734

Schedule a consultation

Please fill out the form below if you would like to schedule a consultation with investment advisor, Peter White. Required fields are marked with an asterisk (*).

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields