Wealth management is a comprehensive, all-in-one approach to investing, retirement and financial planning, minimizing taxes and ensuring your estate is protected. Depending on your needs, you might be investing to build your financial future or to protect what you have already built.
Here at RBC Dominion Securities, we build long-standing relationships that help our clients plan for the long-term, so they can see their personal and financial goals come to fruition. Many of our clients with our Regina, Estevan, Weyburn, Yorkton, Moose Jaw and Swift Current offices have been with us for 20 years or more, and have put their trust in our services to see to the wealth of the next generation.
Whatever your specific needs, an Investment Advisor at RBC Dominion Securities in Regina, Estevan, Weyburn, Yorkton, Moose Jaw or Swift Current can help you craft a wealth management plan for you, your business or your family.
Please explore our site to learn more about who we are and how we can help, or contact me to get started today.
Jim Grundy, Branch Manager