Portfolio Advisory Services
You and your family’s future are dependent on how you manage your income and assets today. Let Sharon McCormick and her team of professionals develop an investment program that is right for you!
A+ Unified Managed Account
A+ is the next generation of discretionary wealth management. Using the advice and top-notch services of professional money managers and ongoing account monitoring from RBC Dominion Securities Portfolio Advisory Team, we can provide for you offer a full range of managed account solutions based on your investment goals, preferred investment style and your need for customization.
Advisory Account Services
The RBC Dominion Securities Advisor Account is a special type of investment account designed to offer you a portfolio approach to investing and the simplicity of paying one annual, asset-based fee. Let Sharon McCormick design a customized portfolio of stocks, bonds and ETF products today!
Tax Efficient Investing
Often overlooked, taxes can significantly impact your income and investment results, affecting the long-term values of your investment portfolios and estate. Let Sharon McCormick guide you through the various strategies that are available to you today!
