Build your wealth and your confidence with the Smith Team of RBC Dominion Securities The Smith Team of RBC Dominion Securities provides the expert advice, personalized approach and so- phisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC. Providing a wide range of investment and wealth management services Our clients enjoy a premium client experience across a wide range of services, including:
Wealth management services • Personal investment advice • Portfolio management • Discretionary money management • Insurance solutions • Financial planning • Saving for education • Retirement planning • Maximizing your retirement income • Will and estate planning • Helping to protect your wealth
Investment solutions • Treasury Bills • Guaranteed Investment Certificates (GICs) • Government and corporate bonds • Annuities • Commodity/financial futures • Income and royalty trusts • Preferred shares and common stocks • Mutual funds
• Segregated funds • Investment pools • Equity-lined notes
• Charitable giving • Creating a legacy
Meet David Smith
David Smith, BBA, CIM Senior Portfolio Manager & Wealth Advisor David began his career in the financial service and wealth management industry in 1998, joined RBC Dominion Securities in October 2000, and is a licensed Discretionary Portfolio Manager (PIM). Discretionary Portfolio Manager is one of the highest designations available in the investment industry and represents David’s commitment to the highest standards of ethics and professionalism.
▲ David Smith (Photo: Kyla White)
RBC Dominion Securities Inc.
Made with FlippingBook - Online magazine maker