Who we are
At RBC Dominion Securities, we have helped individuals, families, businesses and other organizations achieve their financial goals since 1901. Today, we are Canada’s leading provider of wealth management services. Our services include investment advice, money management, and financial and estate planning. RBC, one of the most stable and best-capitalized financial groups in the world, is the custodian/trustee of our clients’ securities. Our experienced and dynamic team is constantly on the look out for your needs.
Our philosophy
Our approach is based on a rigorous, disciplined long-term strategy. We build tailor-made portfolios for our clients. Our selection of high-quality equities and bonds allows us to target growth while preserving our clients’ wealth over the long term. We avoid snap decisions based on sudden market movements and/or on the latest trends promoted by the various financial players. Our portfolio management is based on quality, discipline and stability.
Our clients
Our clients are mainly entrepreneurs, professionals and high-net-worth families. We assist our clients at every step of establishing their financial strategy and ensure that it is properly executed in their best interest. Our approach and process are disciplined and integrated. Professionalism, respect and discretion are the pillars on which our relationships are built.
