Making the most of your wealth requires serving your finances in their entirety. Here at the Montreal Uptown 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 Montreal Uptown branch teams.
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 Richmond Hill. Here are a few of the organizations we support.
On the 11th of June 2010, Montreal Uptown branch employees supported RBC’s 10-year, C$50 million Blue Water Project by wearing blue. The Project is an environmental initiative that provides grants to fund water conservation programs around the world. To learn more about the Blue Water Project, check out http://bluewater.rbc.com.
For over 10 years, Montreal Uptown has participated in the Montreal Children’s Hospital Foundation’s Pedal for Kids. Our employees raise funds for the Foundation and then participate in the event by pedaling around downtown Montreal. This year we raised a new branch record of $5,298. To learn more about Pedal for Kids, check out http://www.pedalez.com/
As of 2009, Montreal Uptown has been a big supporter of Montreal’s Santropol Roulant – a community organization that delivers hot meals to individuals and seniors with a loss of autonomy. Our Investment Advisors, Associates and managers are dedicated to help Santropol with the delivery of meals, as well as with achieving Santropol’s goal of moving into new facilities so that it can provide an even better service to Montreal residents. To learn more about Santropol Roulant, check out http://www.santropolroulant.org/2009/E-home.htm
Montreal Uptown participates in yearly events organized by Centraide that aim to raise awareness about the various agencies and projects that Centraide supports. One such event is the PVM Challenge, which called on Montreal Uptown employees to fundraise, followed by a challenging race up the stairs of PVM. To learn more about Centraide, check out http://www.centraide-mtl.org/
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