Professional Wealth Management

Serving The Abbotsford Community For Over 25 Years

RBC Dominion Securities has been helping individual and corporate clients achieve their financial goals since 1901. Today, we are Canada’s leading provider of wealth management services, trusted by more than 500,000 clients globally. We provide expert advice on all aspects of managing your wealth – everything from building it to protecting it for the future.

In partnership with your personal Investment Advisor, together you will identify your various wealth management needs and goals and develop strategies to see them realized. Though unique to each investor, our goals might include:

Accumulating wealth and growing your assets
Protecting your wealth using insurance or other solutions and managing risk
Converting your wealth to an income stream
Transferring wealth to your heirs and creating a legacy

PERSONAL ADVICE MAKES THE DIFFERENCE

It all starts with your relationship with your personal Investment Advisor. By taking the time to understand whom you are and what you want to accomplish, your Investment Advisor is able to create a wealth management strategy that fits you – and only you. No matter what your situation, your Investment Advisor can provide the personal advice and services you need.

FOCUSING ON THE BIG PICTURE

Getting the right investment advice is a key part of managing our wealth. But it’s just one part of a bigger picture. You many also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax efficient manner. Perhaps you have very specific concerns that need to be addressed – like maximizing your retirement income or deciding how to pass on the family business. Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Your Investment advisor can help you address all your wealth management concerns, working in partnership with your tax and legal advisors. We also offer several wealth management services, including financial planning, estate consultation and wealth protection.

PORTFOLIO STRATEGY

Making sense of today’s ever-changing financial markets isn’t easy. But having the right perspective on where the markets are going – and how that affects your portfolio – is essential to succeed as an investor.

Helping your Investment Advisor provide the perspective you need is the RBC Investment Strategy Committee, which is comprised of the firm’s senior economists, portfolio strategists, and research analysts. After considering investment research and economic analysis, the Strategy Committee makes recommendations on portfolio structure for the coming 12 months, including:

The optimum mix of stocks, bonds, and cash
Suggested term for fixed-income investments
A “focus list” of top-ranked Canadian stocks collectively expected to outperform the benchmark TSX

Several investment solutions based on the Strategy Committee’s views are available exclusively to clients of RBC Dominion Securities.

TAKE THE NEXT STEP

To arrange an initial complimentary consultation with one of the Investment Advisors of RBC DOMINION SECURITIES, ABBOTSFORD, call us today at (604) 870-7100 or 1 (800) 563-1128.

RBC Dominion Securities Inc.
2001 McCallum Road, Suite 301
Abbotsford, BC V2S 3N5