Montgomery Asset Management of RBC Dominion Securities is a team of investment professionals organized to provide customized investment solutions for clients who expect individual attention, superior customer service and financial results.

We currently manage the affairs of 120 intergenerational families, as well as trusts, estates, charitable organizations, small businesses, and institutional capital pools.  Our clients appreciate a conservative investment approach with an emphasis on the preservation of capital, income generation and consistent long-term growth.  Keeping our clientele small ensures that we can offer personalized service and that our judgement, discipline, and client service will not be impaired or diminished. We are relied upon for clear advice and solutions in a life-long relationship.  We have a history of exceptional client retention with many of our families having trusted us for more than 20 years.  Our goal is to create and nurture a relationship that will grow over time.

We operate a team philosophy to leverage the varied talents of our advisors. All of our private clients have unfettered access to investment management services, business solutions, credit and lending, risk management, and estate planning guidance.  Working personally with our clients, we uncover opportunities and incorporate financial, insurance and estate planning strategies into our discussions and recommendations.  We have the expertise, the resources and the drive required to help our clients achieve all of their wealth management goals.