Building & Protecting Wealth

Cliff Russell and Associates is a group of seasoned investment professionals dedicated to the financial security and well being of the high net worth individuals, business owners, and local area farmers whose interests we serve.

The collective competency of our group covers, but is not limited to, investment portfolio development, financial planning, fixed income investing, business succession and sale, estate planning, inter-generational wealth transfer, and legacy creation.

The national and global resources of RBC Wealth Management Dominion Securities, one of the world’s most powerful and respected financial institutions, support the collective investment advisory competency of our group.

Our job is to build a durable one-on-one relationship with every high net worth individual and group we advise, based on personal trust, careful communication and scrupulously identified goals. At Cliff Russell and Associates there is no such thing as a typical client.

 

I have been dealing with Cliff for the past several years. His expertise, service, confidentiality, advice and diligence have been outstanding since the commencement of managing our personal investments and financial planning. Cliff is a values-based guy and is a man of his word and we feel that his team cares about our family, our finances, and our future.
D.N.