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Whether you are one of the many families, professionals, businesses or retirees who are working toward their milestones or one of our Investment Advisors helping clients reach their financial goals, we collaborate and simplify the complex financial and life issues.
Using an approach that fuses the boutique investment house with the strength and stability of Canada’s largest wealth management firm, here we offer top-tier service that’s close to home.
Clients who come to work with our Investment Advisors know the value of good advice when they find it. We have worked with some of our clients here at Yonge and St. Clair for more than one generation, helping see the client to their retirement dream and their children to financial independence. We have also helped businesses of all sizes manage detailed tax, investment, insurance and succession planning issues from start-up to wind-down.
As a Branch Manager at RBC Dominion Securities, it’s my role to ensure that your needs are addressed, and that you are matched with an Investment Advisor who feels the same way that you do about your objectives, your financial situation and the current economic climate – so that you can work together toward the same goals.
Whatever your needs and goals, the Yonge & St. Clair Branch can help you get in touch with an Investment Advisor who will help you reach them. Learn more about our Investment Advisors here. Or, I would be pleased to help you find an Investment Advisor. Contact me to get started.
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Associate Branch Director