INTEGRITY CREDIBILITY UNDERSTANDING


 Wealth Management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live the way you want. What's included in wealth management?
 
  • Investment Management
  • Business Succession Planning
  • Financial Planning
  • Credit & Lending
  • Taxation
  • Retirement Planning
  • Education Savings
  • Charitable Giving
  • Insurance
  • Estate Planning
 

If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience, investment philosophy, and judgement to work for you.

To arrange a meeting please call Jolene at:(613) 549-6370


At RBC Dominion Securities, we have helped Canadian investors achieve their financial goals since 1901. Today, we are Canada's leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation.

We understand that while investing is the critical area in wealth management, it is best linked to your overall financial and estate planning. With this in mind, we provide comprehensive wealth management services in collaboration with highly qualified RBC experts and outside professionals.

We are leaders in investment management, while at the same time being in the unique position of offering the complete array of wealth management services at the highest level, guided by sound business judgment and years of experience.

 


Wealth management is a very personalized service. It is our responsibility to look after not only your financial future, but also that of your family and your business. It is not a responsibility that we take lightly.
 
- Bob Joyce & Duncan Brownlee