Strategies to build and protect wealth

With the Quallenberg Wealth Management Group of RBC Dominion Securities, you have access to the resources and expertise of RBC Dominion Securities and our partners.

Wealth Management is a comprehensive approach to achieving financial and life goals. It extends beyond investment advice and money management. The best results are achieved by working in partnership with a team of professionals with experience in other areas related to the management of your wealth.

We listen. We customize. We deliver.


Investment Management

  • Customized portfolios

  • Investment Selection, currency

  • Alternative Strategies

  • Portfolio Monitoring, analysis & review
     


Financial Planning

  • Wealth Management plan

  • Needs analysis

  • Savings strategies

  • Retirement
     


Operations

  • Account Management

  • Cash Management

  • Pre-authorized contributions

  • Automatic withdrawals

  • Wire transfers

  • Personalized service
     


Insurance Planning

  • Tax sheltering and reduction strategies

  • Guaranteed income strategies

  • Personal Life insurance

  • Disability insurance

  • Critical illness insurance

  • Disability insurance

  • Long term care insurance
     


Tax Planning

  • Tax reporting

  • Asset Allocation

  • Capital Gain/Loss selling

  • U.S. Estate tax minimization

  • Cross border tax minimization
     


Estate Planning

  • Wills, Power of Attorney & Mandate assessment

  • Intergenerational wealth transfers

  • Trust & Estate protection strategies

Danny Baum, CIM, FCSI

Senior Portfolio Manager, Senior Investment & Wealth Advisor

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