Wealth Planning Is Not Guesswork
The Cooper Boyd Advisor Group of RBC Dominion Securities Inc. is an experienced and mature Private Family Wealth Management team that provides comprehensive investment solutions and wealth planning services. Our team commits itself to working with Multi-Generational Family Wealth and Private Business Owners, by supporting them in planning, protecting and preserving their wealth.
Our unique approach to wealth planning and disciplined processes differentiates us and allows our trusted team of Wealth Professionals the ability to construct individually tailored solutions to fit each of our families we work with.
Our team strongly believes in and adheres to the core principals that we have constructed our entire wealth planning process upon:
It is these principles that gives structure to our process and allows us to deliver on our promise of a superior experience and to exceed expectations.
Gold Standard In Investment Management
The Cooper Boyd Advisory Group is an accredited provider of discretionary investment management services. The Private Investment Management program provides our families the freedom to focus on what is important to them, while providing the confidence of knowing that their portfolio is in the care of a trusted Investment Professionals. Through the Private Investment Management program we are able to provide our families with the much needed time and peace of mind they seek.
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