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Whether you are a business owner, a professional or retired – planning your personal finances has very likely become a challenge in recent years. Faced with a complex array of products and services, ever changing tax laws, and an uncertain investment climate, you need our skilled assistance to make correct choices.
We will meet with you to determine your financial position, investment experience, tax situation and your understanding of risk. Then, when it comes time to discuss investing, we believe in a conservative approach. The safety of your capital is of prime importance in every investment plan.
Ultimately, with our assistance, you will develop a diversified, risk reduced portfolio which will match your individual investment needs.
As Branch Manager and Investment Advisor at RBC Dominion Securities, my team would be pleased to speak with you about your financial objectives. Please feel free to contact us today at firstname.lastname@example.org