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As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage and you require professional assistance with the management of your wealth - Pallett and Bloom Wealth Management Group of RBC Dominion Securities can help.
 

Pallett and Bloom Wealth Management Group of RBC Dominion Securities provide exclusive wealth management services and boutique financial services to affluent professionals, business owners and retirees. The team is guided by the principles of honesty, integrity, and being ethical in the affairs of all of our clients and their families. Their consistent, unparalleled level of service inspires confidence in our clients that their financial affairs are handled with the highest level of competency.

 
Who we work with:
 
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Successful executives looking to enhance the growth of their wealth
  • Professionals like lawyers or accountants seeking a trusted partner to meet the multi-faceted needs of shared clients
  • 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 and to clarify their options in this next phase of life
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

How we add value:

  • Wealth management services including succession planning tailored to meet the needs of business owners at each life stage
  • Comprehensive financial planning for individuals and families
  • Leveraging strategic relationships with leading professionals in taxation, estates, trusts, business succession planning and insurance
  • Working with RBC Royal Bank Partners to make sure all your financial needs are taken care of

Important Notices