MINHAS WEALTH MANAGEMENT


Minhas Wealth Management provides services designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth – focusing on: 

  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after tax retirement income, while protecting their financial security
  • Well-established 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 chosen charities
  • Non-profit organizations, including Foundations, Charities and Societies requiring assistance managing investment assets according to specific guidelines.

Our investment team acts as your trusted family advisor, developing a life-long and multi-generational wealth management strategy. We provide services for integrated investment, retirement, tax, and estate planning with financial asset protection based on your vision, your life and your needs.

Contact us  to arrange for your complimentary personal portfolio review.

For 15 years, DS leads the wealth management industry in advisor satisfaction.

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What our clients say about us

Jollie Minhas and her team at RBC Wealth Management have provided excellent investment advice for me for many years. Warm in manner, thoughtful in providing strategic advice, Jollie and RBC Wealth Management have proven to be trusted, and effective professionals.

Can't thank Jollie, Terri, and Brandon enough. Terrific performance over many years.

~ JM

 

As the demands of my work are relentless, I rely on trusted experts to manage my family’s financial investments. For several years now Jollie Minhas and her team have been providing that invaluable service with a appreciation for and understanding of our current needs and aspirations. The team is personable and professional, responsive and proactive. And the peace of mind they provide is priceless.

~ Rudy Buttignol

 

As my father grew older I began to assist him with his financial affairs, and it was at this point that I met Jollie Minhas as one of my father’s financial advisors. It quickly became apparent that Jollie stood head and shoulders above the rest and that the high level of trust he had placed in Jollie was well founded. Together we decided to consolidate his investment with Dominon Securities.

The care and solid financial management that Jollie and her team of Terry and Brandon showed to my father for over ten years made it an easy choice to trust Jollie in advising my personal finances. Jollie and her team have been amazingly helpful in developing a complete financial plan for me and my family. It is reassuring to see how Jollie constantly reassesses the market to provide up to date advise to help achieve my financial goals.

I can confidently recommend Jollie and her team to help you with your financial goals.

~ Mark Robertson

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Jollie

Jollie L. Minhas, BA, FCSI

Portfolio Manager & Wealth Advisor

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Terri Johnson, FMA

Associate Advisor

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Brandon Lee, CFP

Associate Advisor

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Mary Tran

Mary Tran

Administrative Assistant

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