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RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank.
Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance.
Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes.
Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
.Watson Investments is a fee for service Financial Planning firm located in downtown Oakville. Watson Investments has been awarded the Oakville Beaver Reader's Choice award for fourteen years. Our Knowledgeable team provides comprehensive and personalized financial services to help you meet your objectives. We work closely with you to help you make informed and confident decisions about your money, and to develop and implement a customized financial plan based on sound principles and strategies. Our goal is to simplify your life so you can spend more time doing the things you love to do. If you would like to know more about how we can help you realize your financial goals, we would be happy to meet with you
I will work closely with you to understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
Preparing for an appointment.
The most important step in providing a clear financial solution is understanding your needs. When we meet, here's the information we'll need for both you and your spouse.
Salary or income, Investment and insurance amounts
Pension and registered savings information
Assets and debts
Financial information for any business you own
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank.
Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance.
Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes.
Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
Lakeshore Securities Inc. is an independent, privately owned securities dealer. We provide advisory and brokerage services to retail, institutional and high net worth individual investors. We have two office locations, one in Toronto and one in Oakville. Lakeshore Securities Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF). Call us today for advisory and brokerage services.
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank.
Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance.
Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes.
Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.