As an RBC Dominion Securities client, you’ll have access to a wide range of financial planning services and experts, through your Investment Advisor. Our approach to financial planning focuses on the development of a comprehensive plan that that looks at every financial decision that impacts your life and includes projections to determine if you’re on track to meet your financial goals.
Our financial planning services can help you answer important questions affecting your family’s financial situation, such as:
To help you answer these questions, our financial planning experts will complete a comprehensive analysis of your current financial situation, evaluate your current financial, investment and tax strategies, and then create a roadmap to help you realize your goals.
Every step of the way, your Investment Advisor will be there to ensure that your roadmap reflects your changing circumstances or needs.