Our Practice

Located in the heart of Downtown Toronto at 200 Bay Street, our practice is underpinned by RBC Dominion Securities that has for more than a century helped clients build on and preserve their wealth through sound financial planning, trusted investment advice and extensive wealth management solutions.

Today, RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. As our client, you have access to a full suite of resources, including the expertise and personal attention of your advisor.

Through our affiliation with RBC and RBC Wealth Management, our team can work  with a broad network of professionals in estate and trust planning, private banking and more to provide you with a comprehensive plan for your wealth.

Our Clients 

Our ideal client is the Senior Executive that is ultra-busy. We work with CXOs, VPs & Partners across different industries to help them simplify their complex financial affairs and our service model is designed to work around the extremely busy schedules of these executives.

We can independently co-ordinate with the other professional advisors in your life (lawyers, accountants etc.) to make sure your financial affairs are in order and aligned with the plans you've created with them.

We believe our greatest value addition is giving back clients their time so that they can commit more time to their important family and work related obligations.

 

Recent Posts

The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Dec 18, 2024 | Rachel Battaglia, Robert Hogue and Cynthia Leach

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

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Inderjit Singh Virdi

Investment Advisor

Phone Number416-842-4326
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