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Contact Information
OFFICE
(902) 566-5544
TOLL FREE
(800) 463-5544
FACSIMILE
(902) 566-1569
 
Email
wade.gregory@rbc.com
Branch
Charlottetown
 
Wade Gregory
Branch Manager - Charlottetown

RBC


RBC Dominion Securities is the leading provider of Wealth Management services to Canadians and we are committed to helping our clients make the best possible decisions in relation to their investments. We assist our clients in developing long-term investment strategies that are tailored to their specific needs and to their personal and financial goals and objectives. This may involve setting up funds for educating children, planning for retirement, or developing a strategy for passing on wealth to loved ones.

We also help our clients to manage their financial risk and, in today’s global economic climate, it is more important than ever to have an experienced investment advisor. If you are an existing RBCDS client, please feel free to contact your Investment Advisor at any time to review your portfolio. If you are not yet a client, we invite you to call us to arrange for a complimentary consultation. Let us put the expertise of Canada’s leading provider of Wealth Management services to work for you.
 
Before recommending an investment strategy, we consider your:
 
  • Return objectives and risk tolerance
  • Current and future need for liquidity
  • Investment time horizon
  • Current lifestyle requirements
  • Personal goals for what you want your money to do for you

With an in-depth knowledge of both your personal goals and financial circumstances, we are able to establish basic guiding principles for your financial strategy.


 rbcds.com is operated by RBC Dominion Securities.