Randall-Roberts Wealth Management is a five member team comprised of portfolio managers, wealth advisors and financial planning professionals, committed to providing comprehensive wealth management services and solutions. We advise high net worth individuals and their families, self-incorporated professionals, small and large business owners, estates and trusts, unions, foundations, and other institutions.
As part of RBC Dominion Securities, Canada’s leading full-service wealth management firm, Randall-Roberts Wealth Management and our extended team possess the credentials and resources to offer a wealth management experience that extends beyond investment management and includes comprehensive financial planning, will and estate consulting, tax strategies, insurance assessments, business owner planning, corporate reorganization advice, and RBC Private Banking Premier services. Our team works in tandem with clients’ other trusted advisors, such as accountants, lawyers and bankers, to provide seamless, integrated advise.
We understand how important it is to have confidence in the people you have entrusted to manage your investment assets. As a member company of RBC, we are fully backed by the resources of Canada’s leading provider of financial services. We are also a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
To get started with your own personalized wealth management plan, or to learn more about how we can help you reach your financial goals, please contact us today.