Our family has relied on Nagan Wealth Management Group of RBC Dominion Securities for our portfolio composition and management for over 20 years. Over this time, the team has kept us on track and been a great sounding board during periods of market volatility. The team has always made us feel like a priority. Seeing us through many phases of life, they have proactively put in place portfolio building blocks to assist with estate planning and intergenerational wealth transfer. The collaborative partnership we have with the group also has us consulting with them whenever we make important life financial decisions, outside the investment space. They are a pleasure to work with. 

Amy and Fred Davidson
Calgary, AB 

For the last twenty-seven years I have entrusted the Nagan Wealth Management Team with our family's investment portfolio, and throughout that tumultuous decade have found the Team crucial to the achievement of our financial goals. I have come to rely upon them for sound advice and can always depend upon their prompt service. I unreservedly recommend the Nagan Wealth Management Team. 

David Komlodi - Vice President of Exploration, Omatius Oil & Gas
Nicola Komlodi
Calgary, AB 

Richard and his team have managed our savings and investments for the past twenty-two years. They are truly professional, knowledgeable, and provide exceptional service. Our investment results have been very good through these turbulent times. 

Douglas and Christine Sutton
Calgary, AB 

I've worked with the Nagan Wealth Management Group since 1994. They have been very helpful with respect to my relatively conservative investment philosophy. I enjoy working with the Nagan Wealth Management Team, and they have my recommendation. 

Lorne H. Larson
Calgary, AB 

I have entrusted the Nagan Wealth Management Group with my investment portfolio for over 20 years. Now that I have retired, and I am starting to really enjoy travel and golf, I truly appreciate the diligence and financial advice provided by Richard Nagan and his outstanding Team over the years. They are truly the best!! Many thanks. 

S. Bruce Green Barrister and Solicitor, retired
Vancouver, BC 

Our family has been extremely fortunate to use the services of Mr. Richard Nagan and his Team with respect to investment advice, management of our family financial assets, and strategic advice regarding wealth creation for our family. We have learned to greatly appreciate their deep knowledge of financial markets, integrity, honesty, straightforward advice, and the prompt and attentive service that his team offers us. We plan to have a long-term relationship with the Nagan Wealth Management Group. 

Drs. Peter Nowak
Calgary, AB 

Wendell's and my relationship with the Nagan Wealth Management Team began eleven years ago when we moved to Alberta from Toronto. Wendell had taken a lump sum settlement from IBM when he retired, so we needed sound investing advice to ensure our future security. We found that and so much more with Richard and his team. It has been an amazing journey for our family. At first, we were with John and Richard and then Matthew came on board. Wendell had always been very hands on with our investments and I cannot remember his ever second guessing the team's advice or losing a minute's sleep over any of the decisions that were agreed upon. While we watched our investments grow; our respect for, confidence in, and friendship with the team flourished as well. When Wendell was facing terminal cancer, they discussed our portfolio in great detail with me, to help me better understand the investments. It was so reassuring, for both Wendell and I, to be told that the team would be there to help me in any way they could. True to their word, they have been so supportive and helpful since Wendell's passing. 

Beryl Lund
Canmore, AB