Warren Brown, CFA, CPA, CMA

It's all about listening and what is important to you...

As an Investment Advisor with RBC Dominion Securities, I will provide you access to a comprehensive range of services to help you build and protect your wealth. I work with my extended team of experts in investment, tax, retirement and estate planning to give you an unrivalled professional wealth management experience as a client of RBC DS.

I grew up in a smaller rural community and have a focus on family and the importance of relationships. I can see the big picture approach to the financial planning process and how everyone’s situation is unique and requires a custom financial plan.

My experience in business gives me a depth of knowledge to understand business owner’s challenges, providing guidance with intergenerational wealth, assistance in the sale of a business, tax minimization and risk mitigation while maximizing retirement income.

My past executive roles have given me an appreciation for wealth planning for corporate executives and the need for a trustworthy individual that understands their perspective.

After 28 years of professional experience, I will provide the voice of calm in volatile markets and the peace of mind for your financial affairs and life goals.

Thank you for your time.

Please contact me to start an easy and relaxed discussion about your financial and life goals.

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.