RBC Dominion Securities
Categories
Banks & Credit Unions
About
RBC Dominion Securities is a leading provider of professional wealth management services. With a focus on personalized financial planning and investment strategies, RBC Dominion Securities helps individuals and families achieve their financial goals.
Services:
• Financial Planning: RBC Dominion Securities offers comprehensive financial planning services to assess clients’ current financial situation and develop customized strategies to meet their goals. This includes retirement planning, education savings planning, tax planning, estate planning, and more.
• Portfolio Management: Experienced investment advisors at RBC Dominion Securities provide portfolio management services tailored to each client’s unique needs and risk tolerance. They offer a wide range of investment options, including GICs, government and corporate bonds, preferred shares, stocks, mutual funds, exchange-traded funds (ETFs), and options.
• Insurance Solutions: RBC Dominion Securities can assist clients with various insurance needs, such as life insurance, disability insurance, critical illness insurance, and long-term care insurance. These insurance solutions are designed to provide financial protection and peace of mind.
• Wealth Management Strategies: By integrating various aspects of wealth management, including financial planning, estate planning, taxation, retirement planning, education savings, charitable giving, and insurance, RBC Dominion Securities develops holistic strategies to optimize clients’ financial well-being.