The Livingstone Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
What you can expect from us:
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Complete Independence and Objectivity
As a portfolio manager, I am licensed to make investment decisions on your behalf. All investments are based solely on your personal investment objectives and financial goals.
Full Transparency
My fee is based on the market value of your investments. I do not receive any fees or incentives related to selling investment products, therefore our interests are aligned.
A Defined Process
I work to increase the value of your investments while ensuring risk is minimized. I minimize risk through proper diversification, quality of investments, and dividend income.
Professional Excellence
I manage your comprehensive financial health with a team of experts in retirement and estate planning, tax strategies, insurance and private banking.
Superior Client Service
My team and I are able to provide superior service by limiting the number of client relationships we have. You will receive a highly personal experience based on your needs. Money is personal and emotional and we are there to help in every way we can.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.