Lance Priemaza, Investment Advisor Of Rbc Dominion Securities Inc.

At RBC Dominion Securities my wealth management practice specializes in creating strategies to achieve financial goals no matter the complexity. We design a unique strategy for every client based off their needs and where they are in their journey. Focusing on "what are we working towards, and how are we doing" keeps us on track to achieving those goals. How can we help: Custom bespoke portfolio to achieve returns based on your risk tolerance, time horizon, and goalsManage the day to day investment decisions under our agreed upon investment strategyAdvice based fee to align the goals of the advisor with the goals of the clientConsistent financial planning to provide clarity, understanding, and milestones to the financial journeyRetaining the maximum amount possible through tax planning strategiesProtect your wealth through will & estate planning, insurance solutions
Social Link - Linkedin: http://www. linkedin.com/company /rbcpriemaza
Keywords: investment management