Nastassja Celej, CPA, CFP
Investment & Wealth Advisor
Your goals matter to us
We understand that every dollar you have earned has come with a meaningful story. This is why we focus our practice first and foremost on really getting to know our clients and their families. We want to hear your stories, understand your values, and learn about your future aspirations. While investment management is fundamental to what we do, effective wealth management involves so much more than investing.
At RBC Dominion Securities, we have a team of industry experts who specialize in Financial Planning, Estate Planning, Tax Planning, Business Owner Planning, Insurance, and more. Having access to this expertise under one roof allows us to provide our clients with a comprehensive wealth management service that is carefully thought out, efficient, and stress-free. Meanwhile, our caring, personalized approach builds trust and lasting relationships with clients who are confident they – and their families – are taken care of.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.