PARVEZ PATEL
Updated 44 days ago
95 King St. South 3rd Floor Waterloo ON, N2J 5A2
We are the Patel Advisory Group of RBC Dominion Securities. We are a team of professionals whose purpose is to provide our clients with knowledgable and proactive financial advice delivered with a friendly, personal touch...
We help provide financial security to you through a diversified investment strategy and a personalized financial plan...
We listen. We understand that each of our clients' circumstances is unique. We've learned that by listening to your story we are better equipped to build a strategy that addresses your investments, retirement cash flow, taxes, insurance and estate plan. Together, we will implement, monitor and revise your strategy as your life evolves.
Associated domains: pateladvisorygroup.com