What We Do
Gottlieb Wealth Management of RBC Dominion Securities works with you to navigate your financial life.
First, we help you clarify your financial situation and goals through a discussion with you and then a collaborative analysis with experts. Then we explore your unique circumstances and provide you with appropriate solutions to build wealth, protect your lifestyle and leave a lasting legacy. We work with you throughout every financial decision helping you build and preserve your nest egg in todays complex marketplace.
Our team of advisors, along with the resources of RBC, will assemble and manage a team of experts on your behalf, including accountants, lawyers, insurance professionals, and tax and estate specialists. As your needs evolve, we monitor your plan and identify opportunities that arise as a result of changes in your circumstances.
Our commitment is to help you achieve the goals you have for you and your family's future.
Who We Help
Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. Most of the issues involve some kind of significant change in their lives. For example, they may be coping with an inheritance or a divorce along with all of the financial issues related to it; they may be selling a family business and winding down for retirement; or quite simply, they may enjoy the comfort of having a professional guide them through a challenging process.
Why Clients Choose Our Team
We believe that our commitment to our clients is second-to-none. Our professional knowledge and detailed process is complemented with empathy and understanding, resulting in long-standing, trusted relationships with our clients. The Gottlieb Wealth Management Group of RBC Dominion Securities is not satisfied until we have met the highest standards of service.