An innovative approach to tailoring your portfolio

At Frank Joseph D'Angelo Wealth Management Group of RBC Dominion Securities, we believe your portfolio is more than dates and return figures. It’s something you can connect to - your goals for your wealth, family and legacy.

As the leader of his team, Frank Joseph D’Angelo works closely with you at the outset, taking the time to understand your current and projected financial situation, your personal objectives, family situation and other factors that can influence your investment decisions and preferences.

Who We Help

Frank Joseph D'Angelo Wealth Management Group of RBC Dominion Securities manages wealth for a select group of individuals, families, businesses, and organizations. Many of our existing clients have been with us from the beginning, and have chosen to stay with us for the long-term evolution of their portfolio goals.

Services

In any advisor-client relationship, believe that education and transparency are of utmost importance. Fundamental to any investment strategy is your understanding of portfolio risk and asset allocation, and how these elements work in tandem to help you reach your goals.

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Our Process

Our first task is to discuss your situation and openly speak to the level of risk with which you are comfortable. I am constantly conscious of risk, and this assessment prescribes the nature of my risk management approach in your individual situation.

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"I believe it begins with a conversation because there's a person behind every portfolio"
Frank Joseph D'Angelo,
Senior Portfolio Manager & Investment Advisor 

Frank Joseph D'Angelo, BA, CIM

Senior Portfolio Manager & Investment Advisor

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How can we help you?

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