TEAM OF EXPERTS
At RBC Dominion Securites we have more than 200 Subject Matter Experts at the ready to help us better serve our clients. These experts include on-staff lawyers, accountants, and high-net-wealth planning specialists that serve to compliment our clients' other advisors.
Will & Estate Consultant
Our Will and Estate Consultant, Joseph Power, can help you address your various estate planning concerns, and recommend the steps you need to take to achieve your goals - whether it's updating your Will, creating a trust, or setting up a charitable foundation. He works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.
Estate Planning Specialist
Our insurance consultant, Mike Keyes, can help you protect everything you have worked so hard to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Michael employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help then achieve their wealth management objectives.
Financial Planning Specialist
Prepared by our accredited financial planning expert, the Compass Financial Plan provides a comprehensive, customized analysis of your financial situation. It looks at all aspects of your financial affairs, including tax, retirement and estate planning. The Compass Plan will provide specific recommendations focused on your particular needs and will ultimately assist you in maximizing your situation and achieving your goals.