Paul Philps of RBC Dominion Securities is committed to understanding the needs and what makes each client special.  There are special circumstances that makes each of us unique and that is why a specific approach is required for your wealth management.  Paul will create a personalized strategy with customized solutions to help you achieve your goals.
 
Paul will:
  • Listen carefully to understand your needs.
  • Ask questions to better help understand your current situation and where you would like to be.
  • Take the time to explain the wealth management process.
  • Be emotionally invested in your investments.
 
How:
  • By developing a customized plan for your needs now but also in the future.
  • Design and customize investment strategies for each of your life stages.
  • Using his accounting background to ensure your portfolio's are developed for tax efficiencies.
  • Utilize RBC Dominion Securities extensive research departments to align your goals and your investments.
  • Use insurance to minimize risks to your wealth and your estate.
  • Communicate regularly to keep you informed.
  • Earn your trust on a daily basis.
 

Trust is earned when actions meet words.

- Chris Butler

Wealth encompasses so much more than just investments.  It takes a caring approach to help understand your goals and your needs.  Our goal is for you to be a part of our family and for us to be a part of yours.

- Paul Philps

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.