Welcome to The Beiles Group of RBC Dominion Securities. For over 20 years, we have built our practice around our core values of honesty, integrity and due diligence. We offer full service wealth management solutions to high net worth households and businesses. Our superior performance can be attributed to our intricate team structure, efficient communication channels and leveraging the use of best in-class tools offered by RBC Dominion Securities.

 

Our core functions engulf the following: 

1. Analyzing your profile and constructing a suitable investment management module for you and your household.

2. Layering your investment module with tax efficient strategies; so you know your investments are working hard for you.

3. Retirement planning and financial projections to ease your mind on attaining your financial goals.

4. A retirement plan that would integrate all of your assets and is tailored to fit your individual needs and preferences.

5. A succession plan to avoid painful tax burdens when passing on your treasured cottage, estate and assets.

 

With the help of our industry leading partners at RBC Wealth Management, we are able to extend our offering to the following: 

1. Estate planning

2. Legacy planning 

3. Insurance needs for individuals and businesses

4. Capital markets solutions through our Mid-Market Mergers and Acquisition team for your business.

 

To book an appointment today, contact Robert Beiles at (416) 974-2924

 

Recent Posts

The metamorphosis of European equities

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier & Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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End of Quebec public sector strike boosts Canadian GDP in January

End of Quebec public sector strike boosts Canadian GDP in January

Mar 28, 2024 | Claire Fan, Economist | Royal Bank of Canada

We continue to look for the Bank of Canada to start cutting interest rates in June.

Read more
Central banks are off to the races

Central banks are off to the races

Mar 21, 2024 | Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

Read more

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