Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture. Managing finances, minimizing taxes, planning for retirement, or structuring an estate in a tax-efficient manner may also be required.
Because these various aspects of managing wealth are all interconnected, we will create a total, coordinated wealth management strategy that addresses the financial concerns at each stage of life.
At RBC Dominion Securities, wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live life the way you want and a clear roadmap for your financial future.
Take a moment to explore what wealth management means at RBC Dominion Securities:
Your relationship with us starts with your personal Investment Advisor. A dedicated professional, your Investment Advisor devotes time to fully understand your financial situation, life goals and tolerance for risk when creating a strategy that is right for you.
We believe your financial success depends on having a clear idea of what you want to accomplish, coupled with a realistic understanding of what you are like as an investor. We focus on helping you create a long-term strategy appropriate for your situation. To accomplish this, we follow a five-step wealth management approach:
Your situation changes, financial markets change and the factors that determine investment success can also change. Your wealth management strategy needs the flexibility to anticipate and respond to these changes. That’s why we are committed to guiding you through each stage of your life to help you meet your objectives:
Wealth management at RBC Dominion Securities extends beyond investment advice and money management. We help you protect your lifestyle, protect and grow your business, manage your nest egg, plan your retirement, educate your children, create your legacy and more.
We will guide you—and your family—through each life stage by helping you understand the various financial issues, concerns and opportunities you face.