We work together with healthcare professionals, key executives, professionals such as lawyers and accountants, and business owners to achieve their personal and financial goals. Determining your unique financial goals requires a personal approach. You might be investing to build your financial future or to protect what you have already built. You may have specific needs, like maximizing your retirement income or creating a lasting legacy for your family or other beneficiaries, such as charitable causes you care about. Whatever your specific needs, we can craft an investment plan for you.
Wealth Management Services TeamHelping you manage your investments is just one way we can help you with your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, wills & estates, as well as insurance strategies.
Financial PlanningDepending on your needs, we can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.
Will & Estate ConsultationA professional Will & Estate Consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.
Insurance StrategiesA highly qualified Insurance Specialist works with our team to help you create and preserve your wealth. We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.
Professional NetworkWe also offer access to our network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.
The Resources of Canadas Leading Wealth Management FirmRBC Dominion Securities has been helping investors achieve their goals since 1901. Today, RBC Dominion Securities is Canadas leading provider of wealth management services, trusted by more than 400,000 clients worldwide. Whether you are looking to build your financial future, protect what you have already built or create a lasting legacy for your family, we have the expertise and resources you need.