Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies. As well as being accredited in these areas ourself, the Tracy Price Wealth Management Team works with specialized resources to ensure your Wealth Management Strategy is comprehensively created and coordinated.

 

 


 

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Dana George, LL.B

Will & Estate Consultant, RBC Wealth Management


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Arne Perrin, B.Comm. (Hons), CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Craig Dale, B.Comm. (Hons), CPA, CA, TEP

Financial Planning Specialist, RBC Wealth Management


The expertise of Canada's leading wealth management provider

Through the Tracy Price Wealth Management Team, you have access to the resources and expertise of RBC Dominion Securities Canada's leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.

Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs. In addition, several banking and insurance services are available through our partners in RBC.