Investment Advisors Nan Panesar and Thomas Richards have over 60 years of experience with RBC Dominion Securities. Together with their Assistant Marissa Knaapen, the team is able to deliver specialized advice and exceptional client service.
Through their commitment to client success, Nan and Tom have extensive experience guiding clients through various markets to achieve their investment, financial planning, wealth preservation and estate planning goals.
Who we can help
- Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted financial affairs
- Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
- Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
- Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently, and potentially equalizing their estate for their beneficiaries.
- Pre-retirees who want to make the most of their retirement savings as they approach retirement and 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
- Charitable foundations and non-profit organizations requiring investment management according to specific guidelines