Mission Statement

Montgomery Asset Management of RBC Dominion Securities is an Ottawa-based portfolio management team dedicated to enhancing investment growth and retirement income, through insightful and disciplined strategies built for today’s markets.

Our advisors work with individuals and families to make sure that they can:

  • Afford their lifestyle
  • Leave a financial legacy
  • Participate in the gains of the markets and be protected from volatile down markets

As a portfolio management boutique within a large, fully integrated investment firm, our clients also benefit from our suite of wealth management services in the areas of estate planning, trust administration, insurance opportunities, private banking and financial planning.