Who we help

Our clients

While our clients come from varied backgrounds, they all share a need for professional assistance managing their wealth and they prefer to receive this assistance from a personal Investment Advisor.

Why do our clients choose RBC Dominion Securities?

Our reputation as Canada’s leading full-service investment firm, our comprehensive range of wealth management solutions and our personalized approach are just a few reasons why so many of our clients come to us when experiencing a major life milestone such as:

  • An important career or business achievement
  • When a child graduates from university
  • When they approach retirement
  • When they receive an inheritance

Often, our clients come to us on the recommendation of friends, family, colleagues or other trusted advisors such as their personal banker, accountant or lawyer.

Sometimes, they come to us simply when they realize that their wealth has grown to the point where it needs professional attention, and they know RBC Dominion Securities by reputation.

Who are RBC Dominion Securities' clients?

We serve a wide range of clients from varied backgrounds and with different needs, including:

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
  • Successful executives looking to free their time to focus on personal and career goals
  • Business owners and self-employed professionals who need help managing personal and business assets
  • Professionals like lawyers or accountants seeking assistance with their own assets, plus a trusted partner to provide professional and highly ethical service to shared clients
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more

Explore all the needs we can meet

What can you expect as a client?

As a client of RBC Dominion Securities, you will work together with your personal Investment Advisor, who takes the time to assess your individual situation, understand your needs, and help you clarify your goals for the future. Only then will your Investment Advisor recommend the specific steps you need to take to achieve your investment objectives.

Explore how we work with you

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