Realizing Dreams
At RBC Dominion Securities, our vision is simple; to always earn the right to be our clients’ first choice for wealth management services. We are not just managing money, but our client’s dreams.
Most of our clients have minimum household investable assets of $250,000. With this as a starting point we put together portfolios utilizing top drawer research available only to Dominion Securities' clients, exchange-traded funds or a wide array of world class money managers. At the same time we can deal with a variety of complimentary issues, such as risk mitigation (insurance), estate planning, education savings plans and charitable giving.
We are also aware that we live and work in a mountain community. Lifestyle is important to people in the Canmore/Banff corridor. That lifestyle takes time and costs money, both now and in the future. This aspect of planning figures prominently in our consultations. We strive to provide big city products and service in a small town atmosphere.
Whether using a fee-based approach or the more traditional commission based account, our aim is to help our clients achieve their lifestyle goals through prudent wealth management.
At RBC Dominion Securities, our vision is simple; to always earn the right to be our clients’ first choice for wealth management services. We are not just managing money, but our client’s dreams.
Most of our clients have minimum household investable assets of $250,000. With this as a starting point we put together portfolios utilizing top drawer research available only to Dominion Securities' clients, exchange-traded funds or a wide array of world class money managers. At the same time we can deal with a variety of complimentary issues, such as risk mitigation (insurance), estate planning, education savings plans and charitable giving.
We are also aware that we live and work in a mountain community. Lifestyle is important to people in the Canmore/Banff corridor. That lifestyle takes time and costs money, both now and in the future. This aspect of planning figures prominently in our consultations. We strive to provide big city products and service in a small town atmosphere.
Whether using a fee-based approach or the more traditional commission based account, our aim is to help our clients achieve their lifestyle goals through prudent wealth management.
