What makes us different

  • An exclusive relationship, we only deal with a select number of families

  • A trusted personal relationship

  • UMA technology, one of only two Canadian firms with the platform; a significant advantage investing against the competition

  • A comprehensive solution so your valuable time is not lost searching for tax, insurance, real estate, legal or financial advice — we manage these relationships for you

  • Transparent fee structure

  • A sense of security knowing that you are dealing with RBC Dominion Securities which has an unparalleled track record of professional wealth management since 1901

RBC Among the World’s Best

  • Top 5 of largest banks in North America as measured by market capitalization

  • Top 10 of the World's Safest Banks (Global Finance 2009)

  • Top 15 of largest banks globally as measured by market capitalization

  • Top 100 Most Valuable Global Brands (Brand Z 4th annual global brands ranking)

Canada’s Leading Financial Institution

  • Largest financial institution in Canada, with C$724 billion in assets

  • #1 or #2 market share across all major financial products and services

  • #1 Private Bank in Canada – 8 years in a row

  • One of Canada’s 50 Most Socially Responsible Corporations based on social and environmental performance of 300 Canadian companies (Jantzi- Macleans Corporate Responsibility Report 2009)

Take the next step, contact Roman Fradkin today for a discrete complimentary consultation (204) 982-2621


Roman's Second Opinion

If you already have a financial advisor and are not sure if he/she is doing a good job for you, schedule a free second opinion review with us. We are happy to explore with you whether we can add substantial value.