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Wealth Management In Calgary and the Foothills

Rick Charlton, Vice-President and Investment Advisor, has been with RBC Dominion Securities for 23 years, serving the wealth management needs of clients through offices in south Calgary and High River.

Our Experienced Approach

Through decades of experience we have learned that every person or business has a unique personality/characteristics, that your situation can't be dealt with in a "cookie-cutter" manner, that an individually considered, tailored approach is the only way to succeed in achieving the wealth and risk management goals we'll design together.

We will consider your entire financial situation, including business and family details, in order to determine strategies best suited to your circumstances. We will work closely with your tax and legal advisors to ensure your financial affairs are prudently managed.

We are committed to providing providing first class quality service with the focus on our clients’ needs.

We Want You

Our ideal client appreciates comprehensive wealth management and has investable assets of at least $500,000. If you feel you are someone we might help or know of anyone who may value our approach, we would love to hear from you at 403-299-6504 or rick.a.charlton@rbc.com and jennifer.knappe@rbc.com.