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Investing Services
Scott Murray of RBC Dominion Securities provides world class portfolio and wealth management services to select individuals and their families, foundations and corporations. Together with his team, he helps clients build, manage and preserve their financial wealth.
“To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.” Warren Buffet
Our services include:
• Customized Portfolio Management. Scott’s approach to portfolio management is disciplined and customized. He creates a long-term asset allocation suitable for each client’s return objectives and risk tolerance, and executes on this strategy with customized portfolio construction, monitoring and rebalancing;• Institutional Services for Private Investors. Scott is able to deliver institutional services to his clients such as insitutional equity and fixed income trading, options, equity monetization (to achieve liquidity and tax-deferral for the sale of large concentrated positions), cashless option exercise, unwinding large positions, cash management, risk arbitrage and fully customized institutional investment products (such as principal protected notes and various other alternative investments);• Investment Advisory Services. Scott provides all clients with access to innovative investment ideas and opportunities; and• Wealth Management Strategies. All of Scott's clients have access to a full array of wealth management services, including financial planning, Will and estate planning, tax planning, risk management and insurance services, charitable giving and private banking.
Please contact Scott today for your complimentary consultation.
