A Coordinated Effort
Do you get your investments from a broker, your insurance from an agent, your mortgage from a banker and your tax planning from an accountant? Dealing with the various components of your financial affairs in isolation may result in missed opportunities. To reach your goals, you need integrated planning that coordinates the efforts of your various specialists.
“My Mission is to help my clients plan for and react to Critical Financial Events. These events can sometimes be predictable or, random and unexpected. However, they always have a profound impact on people’s lives.”
Who We Help
So, while investing is the critical area when dealing with Finances and Wealth, we look for all opportunities to implement strategies that maximize net worth for wealthy individuals and families as well as their private corporations, trusts, estates and foundations.
Our clients enjoy the security, stability and strength of dealing with Canada’s largest investment firm. Since 1901, RBC Dominion Securities has served the investment needs of high-net-worth clients. Today we serve over 430,000 clients across Canada and around the world, guiding more than $150 billion in assets.
Explore this site to learn how we can help or, contact us today to arrange a complimentary consultation to discuss your unique needs.