The services of Hugh Cooper and Scott Murray and their team at RBC Dominion Securities are designed for individuals who require, or prefer, professional assistance managing their financial assets.
Clients we work with include:
- Executives and professionals looking to free their time to focus on professional and career goals - with a particular specialty advising the founders, directors and executives of public companies;
- Business owners and self-employed professionals who need help managing personal and business assets;
- Pre-retirees who want to make the most of their investment savings as they approach retirement;
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security;
- Families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner;
- Philanthropists looking for creative ways to enhance their legacy to selected charities; and
- Foundations, institutions & pension plans needing professional & disciplined management of their investments.