Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.