Who we can help

Shorer Wealth Management of RBC Dominion Securities’ investment strategies are designed to free up time for individuals, families, businesses and other organizations from the burden of daily portfolio management.

We are currently taking on new clients. Our services are best suited for:

  • Individuals and corporations with above-average assets that require sophisticated or discretionary investment management strategies

  • Like-minded investors who share our disciplined investment philosophy who want to focus on quality holdings and long-term growth

  • Investors who want to delegate the day-to-day investment decisions to a qualified professional team with extensive industry experience

  • Successful and busy executives looking to enhance the growth of their wealth

  • Busy professionals who desire assistance with their personal assets and professional corporate assets

  • Business owners who need help managing their personal and business assets

  • Pre-retirees who want to make the most of retirement savings as they approach retirement

  • Widows or widowers and seniors who recently lost their key financial decision maker and desire some formal assistance in the administration of their wealth

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner