C W Delorme & Associates

CW Delorme & Associates have earned a reputation for delivering a solid investment experience to affluent Canadians. The foundation of this experience is built on the strength and resources of RBC Dominion Securities and the strong relationships the team has fostered with key family advisors including estate specialists, accountants, lawyers, and other members of the Royal Bank financial group. For the past three years, Chris has been recognized as a member of the RBC Dominion Securities Executive Council, a select group formed to recognize some of the firm's top Portfolio Managers and Investment Advisors. Chris has also been recognized for his commitment and dedication to clients with being awarded the position of Vice President of RBC Dominion Securities in 2008.

Who We Can Help

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets.

Our clients include:

§ Busy executives and professionals looking to free their time to focus on personal and career goals

§ Successful business owners and self-employed professionals who need help managing personal and business assets

§ Pre-retirees who want to make the most of their retirement savings as they approach retirement

§ Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

§ Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

§ Philanthropists looking for creative ways to enhance their legacy to chosen charities

§ Non-profit organizations requiring assistance managing investment assets according to specific guidelines