Your Financial Goals

Whether you are investing for yourself, your family, your business or your organization, your Investment Advisor will provide you with personalized investment solutions. To view our Wealth management Services pdf, click here..

Professional Investment Advice

Your Investment Advisor has access to all of the products and services you may need to achieve your personal financial goals, including:

1. An unparalleled array of investment and portfolio solutions
2. Top-ranked independent research as well as domestic and global research from RBC Capital Markets
3. Investment management solutions on both an advisory and discretionary basis
4. Private Investment Management – The largest discretionary offering in Canada
5. Domestic and global investments, including socially responsible solutions

Your Financial Goals Matter

• Prepare for My Retirement
• Save for My Children’s Education
• Build & Protect My Family’s Wealth
• Reduce My Family’s Tax Burden
• Grow My Business
• Successfully Transition My Business
• Give to Charity
• Create My Legacy
• Transfer My Estate Tax Efficiently
• Delegate day-to-day Investment Decisions to a Highly Qualified Money Manager

At RBC Dominion Securities, we are committed to providing clients with comprehensive and integrated wealth management services that extend well beyond investment advice and money management.

In the Calgary Dome branch, we have the following specialists supporting our Investment Advisors. Their sole focus is to provide high-level expertise in such areas as financial planning, will and estate review, tax strategy and insurance solutions.

Coady Cormier B.B.A (Finance), LL.B., TEP
Senior Manager, High Net Worth Planning Services

Toby Dragland, CFPFinancial Planning Specialist, Wealth Management Services

Mike Macoun, CLU, RHUEstate Planning Specialist

John Simes, LL.B.Will and Estate Consultant, Wealth Management Services

Jeff UnRuh, CMA, CFPFinancial Planner

We understand how important it is to have confidence in the people you entrust with your investment assets. RBC Dominion Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). As a member company of RBC, we are also fully backed by the reliability, strength and resources of Canada’s leading provider of financial services.

Someone from our Management Team would be pleased to introduce you to an Investment Advisor or Portfolio Manager most suited to your needs. Please contact us for further information.