Andrew Frank Wealth Management of RBC Dominion Securities
Earning your trust with proven wealth management strategies
Your trusted partner in building, managing and preserving wealth for a sustainable future.
Our expert team earns our clients' trust by applying our disciplined processes. First, we learn about your life, goals, family and dreams. We then take our clients through a comprehensive planning process that gives each client a clear picture of their financial future. We continue to build trust by providing investment portfolios that are conservative, disciplined and objective. Finally our high-touch service plan and review process delivers on a consistent and ongoing basis.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
With our vast experience, we have developed a disciplined client service model, and we commit to providing our clients with an agreed-upon defined roadmap, including wealth planning, portfolio management, and retirement and estate planning. Our team's consistent client-focused process is the reason our clients tell us they trust us. In addition to concise communication, prompt response and ongoing portfolio monitoring, our offering includes regular portfolio updates, comprehensive annual reviews and access to our team of experts to assist when complex circumstances arise.
How we do it
By taking an integrated approach to wealth, we can help you protect your lifestyle, manage your nest egg, plan your retirement, create a lasting legacy, and much more. We are here to help you and your family navigate the complexities of managing wealth by ensuring you understand the various financial issues, concerns and opportunities you face at every life stage.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.