"I believe it takes dedication, process, passion and true commitment to achieve successful portfolio management." - Dustin Cook
At The Dustin Cook Advisory Group, we have more than 20 years of experience in providing investment and financial planning advice based on a well-researched and elevated discipline. We make our own judgment on stock selections and don’t just follow the crowd. Our focus is risk-adjusted and we actively manage portfolios, making tactical adjustments as needed.
Professionals at your service
Leaning on experience and industry accreditation, our team of experts help bring you financial peace of mind.
It's all about what is important you.
Our approach begins with getting to know you, your needs, and your goals.
What we do
With The Dustin Cook Advisory Group, it's about the big picture, not just the numbers.
We view things with an inquisitive mind, taking the time to explore your needs and learn what is truly important to you. Investment portfolios are based on the goals you are trying to achieve, with a thorough understanding of your risk tolerance, time horizon, and investment objectives.
Our aim is to leave no stone unturned and to have in-depth knowledge of your unique personal situation. To achieve this, we prepare written financial plans, review Will and estate plans, look for opportunities for tax efficiency, and focus on protecting your financial legacy.
How we do it
As a client of The Dustin Cook Advisory Group, you can expect:
Excellent client service that is pro-active, not just responsive
A written financial plan and review of your estate planning needs
Consistent and regular communication from our team
A professionally managed investment portfolio with regular re-balancing and tactical changes made as needed
To feel valued and appreciated for letting us be your partner on your journey towards financial independence
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
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.