Our Value
Ron Ciotola Private Investment Management group is a team of professionals providing total wealth management solutions to high net worth individuals, trusts, estates, charitable organizations and small sized businesses.  Ron is one of very few Portfolio Managers within RBC Dominion Securities, and is recognized as one of the leading investment advisory team's. Ron works with clients who have reached the stage where their financial affairs have become increasingly complex. Clients now require direct access to an experienced and qualified Portfolio Manager for the professional management of their financial assets.

Because your financial future depends on your advisers advice, integrity is of the utmost importance.
 

Our Focus

Ron offer's simplicity and transparency to the process by building a relationship based on trust, integrity, and personal service. Ron's core value is doing what is right for his clients. 
 
As a holder of the Chartered Financial Analyst designation, Ron is held to the highest standards for investment advice; annual audit throught the CFA institute of ethical practice ensures the client is working with a competent and trustworthy individual with a respect for compliance and the importance of remaining in good standing with regulators. 
 

Our Services

Business Owners - A team with experience and resources for business owners with advice on tax reduction, retirement or exit strategies or keeping the business within the family.
 
Personal and Private Banking Services - Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee - you can choose.
 
Retirement Planning - Registered retirement products, including RRSPs, RRIFs and annuities. Also, read about our process and strategies to help you secure your financial future.
 
Estate & Financial Planning - Detailing everything that you need to know about developing an overall plan to guide all your estate planning decisions.
 
Insurance Planning - Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture.
 

Professional Wealth Management with Integrity

Why Select a CFA Charterholder?

CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA designation. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.

Ron Ciotola, CFA

Vice-President & Portfolio Manager

905-764-3662 | Email me