Glenn Schoenroth & Sienna Belich
of RBC Dominion Securities

What We Do

Our team empowers clients to reach their financial goals with ease by creating personalized wealth management strategies and continuously interacting with clients.

Getting the right investment advice is a vital part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with finances or taxes, planning your retirement, or structuring your estate in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed, like maximizing your retirement income or deciding how to pass on the family business. The starting point for achieving your investment goals is a personalized strategy.

Working with Business Owners, Physicians, High Net Worth Individuals, and Foundations & Trusts, our team at RBC Dominion Securities provides services that include but are not limited to:

• Customized Portfolio Management
• Investment Advisory Services
• Business & Financial Planning
• Retirement Planning
• Estate & Wealth Protection

We leverage our world-class team of senior economists, portfolio strategists, and research analysts to carefully create and monitor each client's optimized investment portfolio. We also collaborate with estate planning & insurance specialists, banking advisors, will & estate specialists, and financial specialists to ensure that each client can plan their holistic future. Our team is highly compassionate and invested in finding the best way to maximize your wealth and secure your financial future.

Click here for more information on our team and our partners.