Cindy Lee Wealth Management Team of RBC Dominion Securities
Your life goals are our life’s work
Cindy Lee – Women of Distinction Award
"What an incredible honor - my award also goes to those inspirational individuals who have guided and mentored me in my many years or service. Thank you to those who have helped maker this possible as their contribution to my success is why I am decided to what I do and what I aspire to be as a women in this field." - Cindy
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.
Our Team Philosophy
We know your needs are unique, which is why our personalized and comprehensive wealth management approach is so key to your success. As a disciplined and professional team, we take the time to fully understand where you are today financially, and where you would like to be in the future. We work closely with you to develop strategies and plans to help you reach those goals—an approach that includes investments, tax planning, estate planning and legacy creation. If you’re looking for wealth management for your business, yourself, your family or your charitable organization, our team may be the right fit for you. Contact us today. Our multilingual staff can assist you in English, Cantonese and Mandarin.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
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.