Client resources

Your RBC Dominion Securities Accounts

• Welcome to DS
• How To Read Statements
• DS Online Link

Wealth Management

• Family Wealth Management
• A+ Discretionary Portfolio Management
• Principal Protected Notes
• Second Opinion

Life Transitions

• Estate Planning
• Agent for the Executor
• Seperation and Divorce and Your Finances

Business Owners and Organizations

• Business Owner Guide to Wealth Management
• Group Savings Plans
• Selling the Business
• Professional Corporations
• Services for Non-Profit Organizations

Tax Planning

• Family Trust
• Investment Holding Company Planning
• Charitable Gift Fund
• Estate Freeze
• US Estate Tax for Canadians