Cotter Wealth Management of RBC Dominion Securities
Helping you achieve your personal and financial goals
Helping you achieve your personal and financial goals
The Cotter Wealth Management team uses a comprehensive approach to wealth management to help you achieve your goals in life. Our team can help give you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. We provide a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Our team focuses on clarifying your individual needs and establishing specific goals and building solution, based on these goals, to effectively manage your wealth.
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
Our wealth management approach extends beyond investment advice and money management, to help you protect your lifestyle, plan your retirement and create your legacy.
How we do it
We help guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face. Our team is prepared to assist individuals at any stage of their life, ranging from the early years to retirement.
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.
Community Involvement
Ottawa DS branches support Special Olympics
The Annual Special Olympics Breakfast, brought together three Ottawa DS branches, Ottawa Preston, Ottawa Main, and Bells Corners as title sponsors, for their $5,000 donation through the RBC Foundation.
Ottawa Food Bank Community Harvest
Since 2015, the Preston Street branch has participated in The Community Harvest Program with the Ottawa Food Bank. This program grows and collects local fruits and vegetables for the Ottawa Food Bank member agencies across the National Capital region.
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.