Our approach | Anderson Private Wealth of RBC Dominion Securities Inc.

Taking care of your needs, taking care of your wealth

When you work with Anderson Private Wealth, you become part of a collaborative partnership based on transparency and trust. Our approach focuses on four key areas to provide real, meaningful value to your financial life.

Protecting your wealth

You’ve worked hard to build your nest egg – you shouldn’t have to work hard to maintain it. That’s why we prioritize strategic, stable, and sustainable growth to ensure your wealth is built to last.

Planning beyond investments

A well thought-out financial plan can act as a roadmap for your financial future. Whether you’re thinking about building a retirement income, future-proofing your business, or leaving a lasting legacy, our team of specialists will support you on your journey.

Prioritizing what matters

No one can control the economy. But, we can help you focus on the things within your control, helping you set realistic, long-term goals and working with you to achieve them.

Preparing tax strategies

With a clear understanding of your goals and priorities, we provide customized tax-efficient portfolios to help you keep more of your hard-earned money.

Since sitting down with Jordan for the first time to discuss my financial goals/objectives, I have been made to feel valued and respected . Jordan’s commitment to his clients allows me to fully focus on the things I need to do in my personal and professional life – I know that Jordan, and the RBC team, are focusing on what’s best for my financial future.

– Warren L., Director of Sales, Transport Company
I had been working with another advisor for some time but was finding the understanding of my needs and the resulting advice to be disappointing. From my initial meeting with Jordan, I knew that he was listening and that he clearly understood my goals. He has been giving me great advice and support ever since. I feel now – as I approach retirement – that I have someone in my court who is thinking ahead and giving me the solid advice, tailored to my specific situation, that I need to make good plans and decisions about the future. I would highly recommend Jordan to anyone who is looking for a well-informed and approachable financial advisor.

– Wendy M., Real Estate
Jordan is a very likeable fellow who has the unique ability to put people at ease. I don’t have any investment background, and over the years he has helped me to the point that I recommended my son work with him, and I would recommend Jordan to anyone else that needs an investment adviser.

– Carol S., Retired Business Owner
For many years, we struggled to get clear guidance from our previous portfolio manager. Once we switched to Anderson Private Wealth, we found that Jordan’s explanations were clear, and he always made sure we understood how the market affects our portfolio. We never felt intimidated to ask even the simplest questions. Since placing our investments with Jordan, we have achieved a better understanding of the investment market and we are confident we made the right decision to work with him and his team.

– Ashley and Marian D., Retired Healthcare Professional and Spouse

Taking care of your needs, taking care of your wealth

Protecting your wealth

Planning beyond investments

Prioritizing what matters

Preparing tax strategies

Jordan is a very likeable fellow who has the unique ability to put people at ease. I don’t have any investment background, and over the years he has helped me to the point that I recommended my son work with him, and I would recommend Jordan to anyone else that needs an investment adviser.