Planert Advisory Group of RBC Dominion Securities
Protecting your wealth through proactive management
More than just advisors – we are your partner in success.
Having spent nearly two decades providing sophisticated wealth management solutions to clients across the Greater Toronto Area and beyond, we’re dedicated to bringing you peace of mind today and helping you establish your legacy for tomorrow.
Joel Planert
Senior Portfolio Manager & Wealth Advisor
Billy Lam
Associate Advisor
Rebecca Tang
Associate
Lily Ng
Wealth Associate
How we invest
We don’t just react to market changes; we anticipate them and adjust our strategies accordingly. As a client, you’ll benefit from:
Fully customized portfolios tailored to your unique goals and aspirations.
An advisor-led approach that allows you to delegate day-to-day portfolio management.
Enhanced due diligence and risk mitigation procedures.
Working with you today – and for life
Our commitment to high-quality service and exceptional standard of care are just some of the reasons our clients have stayed with us for decades.
