Why RBC Dominion Securities

What makes us unique…

Our vision is simple: To always earn the right to be our clients’ first choice for wealth management services.

Here are some every day examples of concerns that I have helped my clients resolve:

I don't hear from my advisors very often. I wonder if they're really paying attention to my portfolio.

This is most common reason for clients to seek change. Communication is the key to our business.

I'm worried that the recent financial crisis has ruined my ability to retire with the lifestyle I expect.

You're not alone. Many investors caught in a market downturn have the same concern. We can get you back on track. Our primary objective is to understand your goals and help you meet them. In face-to-face meetings, we use open and effective questioning to become truly aware of what is important to you and what you need to accomplish. Then we come up with a plan to help you get there. You'll sleep better knowing that you're headed in the right direction.

My investments are spread out all over. I get conflicting advice. I have difficulty measuring my results.

It is possible to be over diversified. We are simplifiers and consolidators. We help investors develop realistic goals, which are put into writing. Your documented goals are then used as a framework for monitoring, and measuring your financial progress and achievement. You will always know what your portfolio performance is versus the overall markets.