RBC DOMINION SECURITIES

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture. Founded in this belief, our team takes an all-encompassing approach to wealth management, helping you plan your investments wisely but also providing tax minimization, estate planning, insurance solutions and business succession planning through our industry-leading team of specialists at RBC Wealth Management... Many of our clients are individuals in Durham Region and the Greater Toronto Area who are preparing for or already enjoying retirement and looking to make the most of this exciting life stage. Portfolio Manager and team lead Karen Robertson also specializes in servicing women who are managing their own wealth or encountering life changes that can affect women uniquely. My female clients have benefited from working with me through education and becoming more engaged in their financial future. Whether single, divorced, widowed, business owner, stay at home Mom, it's..

Also known as: RBC Dominion Securities Inc

Primary location: Oshawa