The Investment Advisors located at the Charlottetown Branch have
access to the full spectrum of products and services available to RBC Dominion Securities as a member of the RBC Financial Group. This includes an unparalleled selection of investments and expertise of a large number of professionals within RBC Dominion Securities and the RBC Financial Group, including the following:
CA - National Sr. Financial Planning Consultant
ADELLE LEGER
Prior to joining Dominion Securities, Adelle worked with a national accounting firm specializing in cross-border taxation issues. Adelle provides advice on specific issues relating to tax planning, including, tax minimization strategies, tax preparation, non-resident and cross-border issues, tax issues for executives, gifting of assets, income splitting strategies, investment holding companies, professional corporations, offshore tax planning, creditor protection strategies, and farm and business succession issues.
Insurance Consultant
Our Insurance Consultant can help to identify any opportunities you may have to enhance your retirement income, protect against unforeseen events, maximize the value of your estate or make the most of your charitable legacy – all through the creative use of innovative insurance-based strategies.
LL.B - Will and Estate Consultant
GREGG KNUDSEN
Gregg was called to the Nova Scotia Bar, and is Vice President of the Halifax Estate Planning Council. Gregg works closely with the entire Charlottetown branch to provide clients with information on structuring their estate in an efficient and tax-effective manner.
