Hands-On Wealth Management & Preservation
At Robertson Wealth Management of RBC Dominion Securities we commit our resources and expertise to protecting your existing wealth and seeing it grow. Our clients include successful business and professional accounts and large-scale institutional investors.
The tenets of our core discipline include:
A macroeconomic discipline underscores buy/sell decisions across various sectors, seeking the industries, companies and management that will create the greatest profit for clients.
Personal, hands-on portfolio management explores the management style and applies discretionary or non-discretionary investment management tactics to realize gain.
Wealth is not created by accident. It requires a great deal of boldness and caution to achieve it, and even more skill to preserve it.
Work With Us
It's not always what you hold – but what you don't hold.
Minimum account size is $5 million. To learn more about the investment approach applied at Robertson Wealth Management of RBC Dominion Securities, please contact us today.
Get in Touch
Please contact us today to learn how we can serve your wealth management needs, or call our toll-free number: 1-800-282-3995.
