About Montgomery Asset Management of RBC Dominion Securities
Montgomery Asset Management of RBC Dominion Securities is a premier investment management boutique backed by the financial strength and resources of Canada's leading provider of Wealth Management services. With assets under management of $350 million, we advise many of Eastern Ontario’s wealthiest and most prominent families, individuals, and institutional capital pools.
Montgomery Asset Management of RBC Dominion Securities operates a team philosophy to leverage the varied talents of our advisors. All of our private clients have unfettered access to investment management services, estate planning guidance, and insurance, tax and legal expertise.
Our Private Clients
Our asset management business currently assists 200 families, individuals and organizations. Keeping our clientele small ensures that our judgement, discipline and client service not be impaired or diminished. We are relied upon for clear advice and solutions in a life-long relationship encompassing a continuum of planning, investing, and preservation of growing wealth.
One way to gauge any asset manager’s success is to measure client satisfaction. At Montgomery Asset Management of RBC Dominion Securities, this is certainly our measure of success. We have a history of exceptional client retention and many clients have trusted us for over 20 years. We believe this is due to our superior professionalism and the conservative nature of our asset management.
While our investment track record and returns speak for themselves, we believe our greatest strength lies in the fact that most of our clients have been with us for ten years or more. We continue to cater to those who want highly personalized service and a decades-long relationship with asset managers they can trust.
RBC Dominion Securities is a member of the RBC Financial Group (RBCFG), Canada's largest bank as measured by assets and market capitalization, and one of North America's leading diversified financial services companies. RBCFG employs approximately 69,000 people who serve more than 14 million personal, business and public sector clients throughout offices in North America and some 30 countries around the world. As a member of RBCFG we arrange for our clients all necessary related financial services, including mortgages, bank accounts, business financing and lines of credit. Other services include
international banking, trust services, and direct unassisted investing.
