Ottawa Preston
Helping you grow more than wealth.
Your wealth advisors in Ottawa's Preston Street area
Serving families, professionals, and businesses with comprehensive financial planning. Located at 333 Preston Street in downtown Ottawa, our team of 25+ investment advisors and wealth specialists serves clients across Eastern Ontario with:
- Investment portfolio management and financial planning
- Retirement income strategies (RRSP, TFSA, pension optimization)
- Estate planning and wealth transfer services
- Tax-efficient investment strategies
- Business succession planning and corporate services
- Philanthropic giving and charitable trust planning
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 Ottawa Preston branch teams.
Community Involvement
Located in an active community environment, the Ottawa Preston Dominion Securities branch never misses an opportunity to organize and participate in events in the surrounding area. Featured here is a small sample of the outreach that our Branch and its Investment Advisors has organized or contributed towards.
E-For a Tree Campaign
Earth Day: With Tree Canada, we’ll plant a tree in Ottawa for every household that switches to e-docs by Aug 30, 2020.
The Ottawa Food Bank
Proud to support the Ottawa Food Bank as COVID-19 impacts charities and families across our city.
The Royal Ottawa
For IWD 2020, we hosted The Royal’s Women’s Mental Health Program and presented a $5,000 RBC Foundation donation.
e-Switch and the Ottawa Food Bank
Ottawa Preston ranked #1 regionally in RBC’s e-Switch, donated $1,500 prize to Ottawa Food Bank; now 5th nationally.
Grape Stomp
RBC Dominion Securities sponsors the 2011 Sakto Grape Stomp, Sept 25, supporting Ottawa cancer research.
Bon Appetit
RBC DS sponsors Bon Appetit Ottawa, uniting 90+ chefs, wineries & 2,000 guests to fight hunger & poverty locally.
Partners Investing in Parkinson Research (PIPR)
PIPR aims to raise $500K for Parkinson’s research at OHRI to advance treatments and improve lives.
Toy Mountain
Ottawa Preston branch marks 9th year supporting Toy Mountain, donating toys to help local families at Christmas.
Day of Pink
April 13 Day of Pink: wearing pink to stand against bullying, discrimination & homophobia across Canada.
Do It For Daron (DIFD)
Ottawa Preston hosted a Euchre fundraiser, raising $800 for Do It For Daron to support youth mental health.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.