Who We Are
Our approach to wealth planning differs for every client. We engage in helping people understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our goal is to minimize complexity and difficult to understand financial jargon, while designing and implementing a plan that is monitored on a regular basis to ensure that we capture investment upsides, while protecting market volatility.
Utilizing the resources of Canada's largest financial service organization, our team finds solutions and possibilities relating to your financial health that many were not even aware of. Our comprehensive approach to wealth management gives you access to all the solutions and services you need to achieve your financial goals. Today, RBC Dominion Securities is one of Canada's leading full-service investment and wealth management firms. Our wealth management team provides more than just investment advice and money management - we help protect your lifestyle and business, manage your nest egg, and create your legacy.
Our Services
- Financial Planning- Personalized one-on-one advice, paired with a plan that considers all financial decisions relating to your goals.
- Retirement Planning - In-depth financial advice tailored to your retirement needs and objectives.
- Access to the largest range of investments and solutions in Canada.
- Estate Planning - Assisting with asset protection, wealth transfer and estate settlement.
- Portfolio Management - Custom-designed investment portfolio based on your specifications.
- Insurance based solutions - Enhance your retirement income, protect your family's financial security from adverse events, safeguard your business and maximize the value of your estate for your beneficiaries.
- Top-ranked research to help you make informed decisions.
- Regular communication to keep you apprised of your progress.
- Business & Family Advisory - Preserving business and family wealth.
Our process is focused on building long-standing client relationships allowing you to benefit from the attention of your advisor who takes the time to understand your unique situation and tailor the investment and wealth management services you need.
