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Investing Services



 

 


RBC Dominion Securities has been helping investors achieve their goals since 1901. Today, RBC Dominion Securities is Canada’s leading provider of wealth management services, trusted by more than 400,000 clients worldwide.

Our wealth management approach encompasses money management, financial planning, tax minimization and estate planning.

•  Investors who prefer to work with a professional advisor to help them manage assets.
•  Individuals and families requiring professional assistance achieving their financial goals, including:
•  Building savings for future goals like retirement
•  Maximizing retirement income
•  Transferring wealth in a tax-efficient manner
•  Self-incorporated professionals and business owners requiring assistance managing personal and business assets.
•  Estates, foundations and charitable organizations requiring professional investment management.


If you need personal guidance with your investments, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs. You will have access to financial planning and the full spectrum of investments, including stocks, bonds, and mutual funds.
 
As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives.  Please Contact Me for more information.