Belleville, ON
Helping you grow so much more than your wealth
Welcome to the Belleville, ON branch of RBC Dominion Securities
Making the most of your wealth requires serving your finances in their entirety. Here at the Belleville, ON branch of RBC Dominion Securities, we take a comprehensive, all-in-one approach to wealth management. You will discover every financial service you require – from investments to financial planning and tax mitigation to estate protection – under one roof.
We help individuals, families, and businesses optimize their financial standings. We start with your unique goals and circumstances and then develop a long-term plan that’s tailored to you. Next, we guide you through it, every step of the way, for the decades and generations to come.
Whether you’re seeking to build your financial future or protect what you have already built, our group of industry-leading professionals would be pleased to serve you.
Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Belleville, ON branch teams.
Selecting an Investment Advisor
Choosing an investment advisor is one of the most critical financial decisions you will ever make. Before entering into any partnership, it's important to ask the following questions and make sure you are comfortable with the answers.
1. Are you accredited or registered?
Ask your prospective investment advisor how they are registered, and the range of services, products and advice they are qualified to provide. The investment firm they are employed by should be a member of the Canadian Investment Regulatory Organization which regulates all investment dealers in Canada (including RBC Dominion Securities). CIRO monitors and enforces rules regarding the proficiency, business and financial conduct of these firms and their advisors.
2. What is your experience?
Your investment advisor should be forthcoming about their industry experience, professional qualifications, memberships and education. Also, fewer years as an advisor may not necessarily mean less expertise. Many investment advisors enter the profession after many years of working as experts in a particular field with people who would later become clients, for example as consultants to business owners who later specialize in business owners' investment portfolios.
3. What kinds of products and services can you provide?
Ask if your investment advisor is limited to certain investments (such as proprietary products offered by their firm, GICs or mutual funds) or if you can draw on a greater range of investment products. Make sure you ask about your investment advisor's access to investment research, portfolio strategy teams, and risk management groups. Find out if your advisor focuses on investment solutions only, or has access to a wide network of partners in areas such as financial planning, insurance solutions, retirement, and estate planning services.
4. What type of clients do you serve?
Ask whether your potential investment advisor specializes in any particular client group, such as business owners, medical professionals or retirees. Don't be shy about asking for references either; your investment advisor is in many ways applying for the job.
5. How will you help me reach my goals?
Your advisor should ask you to outline your investment objectives – for example, preserving income, building wealth, retiring comfortably. Your advisor may also draw on value-added services such as financial, tax or estate planning to ensure that your ongoing wealth needs (in addition to investments) are in sync with the rest of your affairs. Ask about your advisor's investment process, and how they create and manage your portfolio. Is each portfolio custom-crafted, or is the advisor following a set of established models? Confirm that you are comfortable with the process.
6. What kind of service will I receive?
Your advisor should clarify at the outset the level of service you can expect. This includes how often you will meet to review your progress; how your advisor will update you on portfolio performance; and what sort of contact you can expect from your advisor.
Making a difference where it’s needed most
At RBC Dominion Securities, we know that “community” is something we all create. As individuals, families, businesses, and partners, our contributions to our community come back to us in spades, and enrich the lives of everyone in our region. We are always involved in activities, events, and causes that benefit Belleville. Here are a few of the organizations we support.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.