Clients of RBC Dominion Securities have access to a full suite of resources, including advisor expertise and personal attention. Through internal partnerships with RBC and RBC Wealth Management, in-house advisors work seamlessly with an extensive network of professionals in estate and trust planning, private banking and other areas to provide clients with comprehensive wealth plans.

作为RBC Dominion Securities的客户，可以获得全套资源，包括顾问的专业知识和个人关注。通过内部与 RBC 和 RBC Wealth Management 的合作关系，企业内部顾问与房地产和信托规划、私人银行等领域的广泛专业人士网络无缝合作，为客户提供全面的财富计划。

Investing

Investment management

Choosing how to manage a client’s portfolio based on a customized strategy that reflects the institution’s insights, the client’s risk tolerance and the client personal goals.

ESG and responsible investing

Invest with purpose and apply sustainable investing approaches to create a positive social and environmental impact.

Wealth planning

1. Financial planning

2. Estate planning

3. Tax planning

4. Charitable giving

5. Business owner planning

6. Business succession planning

7. Financial literacy

8. Funding education

9. Retirement income planning

10. Legacy planning

11. Group pensions and retirement savings plans

official website: https://www.rbcwealthmanagement.com/en-ca/dominion-securities/

投资

投资管理

根据反映机构洞察力、客户风险承受能力和客户个人目标的定制策略，选择如何管理客户的投资组合。

ESG 和负责任的投资

有目的的投资并应用可持续的投资方法来创造积极的社会和环境影响。

财富规划

1. 财务规划

2. 遗产规划

3. 税务规划

4. 慈善捐赠

5. 企业主规划

6. 业务继任规划

7. 金融知识

8. 资助教育

9. 退休收入规划

10. 遗产规划

11. 团体养老金和退休储蓄规划

官方网站：https://www.rbcwealthmanagement.com/en-ca/dominion-securities/