Guiding You to Better Wealth Management

 

 

Your Personal CFO

Preserving and building on your families legacy is what the McDowell Financial Management Team strives for every day. Led by Vice-President and Portfolio Manager Wayne McDowell, CIM, at RBC Dominion Securities our team is dedicated to meeting all your wealth management needs and putting you on track for a prosperous financial future.

We specialize in helping affluent individuals, families and business owners achieve their long-term investment goals. Our expert team can holistically address all your financial needs, including investment portfolio management, insurance, estate planning, tax, succession planning and more.

 

 

"To me, being an advisor is

about guiding clients towards

calmer waters where

financial success is possible."

- Wayne McDowell, CIM

 

Most importantly, we focus on building strong, long lasting client relationships. Our professional and moral obligation to you is our highest priority. To create the right portfolio for you, we take the time to think about you to fully understand your unique financial needs, objectives and circumstances.

We have many years of experience navigating volatile markets and finding attractive investment opportunities. Put simply, we build effective, growth-oriented portfolio strategies that are cost effective, risk appropriate, tax efficient and carefully evaluated every step of the way. It’s a dynamic approach that has proven to work year after year.

Contact us to learn how our team, backed by the resources of RBC Wealth Management, can help you grow more than wealth.