RBC Dominion Securities Inc.
3300 Hwy 7 W, Woodbridge, ON, Canada
(2)
3300 Hwy 7 W, Woodbridge, ON, Canada
(2)
Our team provides Wealth Management services including building and managing customized tax efficient investment portfolios, life insurance, retirement income solutions, and estate planning strategies for our clients based on comprehensive financial planning.
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2 customer reviews
Tarini
Abbas is one of those rare advisors that reads his clients incredibly well. I've been a client for just under 3 years and in that time, Abbas restructured my entire investment portfolio, re-balanced all my financial products (Life Insurance, Mortgages), managed my tax strategy, and has set me up for financial success for a good long while. He has a brilliant network of trusted specialty-advisors but never abdicates responsibility - he checks in all the time and ensures that my risk tolerance is always within bounds. Abbas is very reachable, easy to talk with, tells you the way it is, very responsive, and is incredibly professional in all his interactions with his clients. Looking forward to working with Abbas for many years to come. More...
Yosri Al-Kishawi
My wife and I have been a clients of Abbas Fazal at RBC Dominion Securities for over three years now. His financial advice and insights have been, and continue to be, very valuable to us. Abbas is very prompt in his responses, professional, and is very flexible in his meeting times. We look forward to continue working with Abbas. More...
What do you love most about your job?
I love seeing people meet their financial goals. It brings me a lot of fulfillment.
What inspired you to start your own business?
I have a passion for investments and financial planning and for helping people meet their financial goals.
Why should our clients choose you?
We provide unbiased advice - we are NOT limited to RBC products. We use individual stocks, ETF's, and third party mutual funds, to build portfolios.
Can you provide your services online or remotely? If so, please add details.
We offer both methods. We provide clients the choice to meet in person or virtually.
What changes have you made to keep your customers safe from Covid-19?
We have full health and safety protocols in place. This includes masks, regular sanitizing, and pre screening before in person meetings.
Investment Portfolio Management
Full management of portfolio of stocks, bonds, ETF's, and mutual funds.
Financial Planning
Full written financial plan
Retirement Planning
Retirement saving and retirement income planning
