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Our Investment Team - Welcome

Thank-you for your interest in RBC Dominion Securities Inc.

Our Mission:
 
Wealth
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
 
Whether you're looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals 
 
Who We Are
We are family wealth managers. Our approach ensures that your financial plan, tax plan and estate plan all drive the process to make your investment planwork for you and your family. It is our philosophy that in order for your goals to be successful these four plans must all work together.
 
Our team consists of myself, as the Vice President & Investment Advisor and my assistant Cheri Lehman. In addition we also have access to a team of experts within our firm that can   assist with sophisticated Financial Planning; Will and Estate Planning; and Insurance Issues.
 
 Our Guiding Principles
  • We will treat your investments as we would for our own family.
  • We will focus on placing your investment assets in our best recommendations.
  • We will invest for the long term both in guiding your investment plan and in our relationship with you and your family
  • We will communicate with you as candidly as possible.
  •  We will help you achieve your plan in any way we can; when we cannot, we will direct you to an outside solution.
Contact us today to arrange a complimentary consultation
 -our team of experienced wealth management professionals will be happy to discuss your unique needs.