Partners in your financial decisions
With our philosophy in long-term growth, listening to our clients’ needs is the key factor for the success of the D'Amata Landry Wealth Management team. Our financial advice and continuous support give our clients peace of mind in every aspect of wealth management. We are committed to establishing trust, respect, and a lasting partnership with you—and we strive to deliver the finest personalized wealth services available.
A team approach to professional wealth management
Investment advisors in Laval/Laurentides, Quebec.
Your wealth management team
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 services centres on you, and begins with getting to know you, your needs and your goals.
What we do
At D'Amata Landry Wealth Management of RBC Dominion Securities, our approach goes beyond investment advice and managing assets; it helps you protect your lifestyle, manage your savings, plan your retirement and create your legacy. We focus on helping you create a long-term strategy appropriate for your situation.
How we do it
We follow a five-step wealth management approach.
1. Introduction
We will introduce you to the Wealth Management services we provide to help you achieve your goals.
2. Discovery
Together we gain a deeper understanding of your needs, goals and circumstances to help clarify your financial objectives. This step includes gathering all your financial information.
3. Strategy
We analyze your financial and personal information to match your objectives with time-tested strategies.
4. Solutions
From our analysis, we develop thoughtful solutions tailored to your objectives, drawing from a wide selection of world-class products and services. We then present our recommendations and discuss them with you.
5. Guide your progress
Over time, your needs and goals will change. We review your situation regularly to ensure your financial objectives are being met.
Who we help
Business owners, executives, and professionals who desire a more structured approach to accumulate and grow their wealth;
Retired individuals who require tax-efficient strategies when converting their assets into an income stream and maximizing their estate for the next generation;
Clients who need more time to pursue their own interests, and wish to transfer the responsibilities for managing their wealth to accredited professionals;
Friends and family members of our clients who require second opinions on their investments.
Invest for your future
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management.
Private Investment Management
Whether you need your time to focus on your career, manage the needs of an organization or travel outside of the country for long periods, Private Investment Management may be the right solution for you.
Resources
Create your family legacy.
Family Inventory
The Family Inventory checklist gathers all the necessary documents and details in one place to help ensure all assets are accounted for and considered, and that your loved ones are taken care of.
Achieve your goals
Optimize your business with money-weighted returns
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.