Somerville Wealth | RBC Dominion Securities

Welcome to Somerville Wealth

In today’s rapidly changing world, now more than ever before there are more choices and more opportunities. But what comes along with this is greater confusion and distraction. Wealth advice comes in all different shapes and sizes, and you are likely wondering what is right for you. How do you decide who to trust with your financial future? It’s a difficult question to ask, and a critical one.

What makes us different, makes your Portfolio stronger

You’ve no doubt heard about the principals of being diversified, of owning different assets which will perform better at different times. We believe the same is true of people, and is why we have carefully built a team of varying backgrounds with differing strengths. The concept that the whole is greater than the sum of its parts speaks to us about the importance of having a strong team behind you. Each of us possesses strengths and weaknesses, and by bringing together the collective efforts of many we can achieve something greater than what we could do on our own.

Somerville Wealth began in 1987 and has been helping families build sound financial foundations ever since. The successful partnership we make with each of our clients first begins by understanding your goals, priorities, and unique circumstances. By taking the time to understand what is important to you, we can then create a clear roadmap, one that will guide you to realize your family’s financial goals.