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. 

CLICK HERE for additional program benefits. 



 

 

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

 

GIC rates

The latest GIC rates from various financial institutions.

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