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Kam Sahota, CFP, FCI, Investment Advisor & Elisa Lok, Associate Advisor

 


Welcome and thank you for visiting our website!
 

“We are committed to helping you achieve all of your financial goals by listening to your needs, providing you with creative, appropriate financial solutions, and by serving you in a friendly, caring way.”


 
Developing a Plan: Our relationship with a client starts with the development of a customized, comprehensive plan designed to achieve your long term financial and lifestyle goals.  As part of this plan, we cover the investment, insurance, tax and estate planning aspects of every client.  Knowing that personal or investment strategies may change along the way, this plan is monitored and reviewed by Kam annually.

Scope of Advice: As out client’s Chief Financial Advisor, we co-ordinate the activities of professional advisors such as tax accountants and estate lawyers.

Investment Philosophy: Every person and business is unique, a professional and thorough approach to determining financial needs and goals is needed.  We know the importance of listening to you and understanding your specific situation.
 

RBC Dominion Securities is a “full-service” investment dealer.  For us, full-service means giving you our full attention and utilizing our professional expertise to:

• manage all of your investment needs
• create and maintain a life-long personalized investment strategy
• custom-tailor investment recommendations specific to your personal circumstances
• undertake practical estate and retirement planning services
• access the complete range of investment alternatives
• access the many proprietary investment services, insurance services and research found only at RBC Investments

 We’ll work hard to earn your confidence!

 
“Our mission is to build relationships with select families, partnering with them to manage their generational wealth in a focused, disciplined and strategic way.  In our capacity as their primary advisor, we assist our clients in identifying and prioritizing each of their needs and developing a comprehensive financial planning-based strategy to accomplish these goals and dreams.”