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JEFFREY WELLWOOD, Investment Advisor
RBC Dominion Securities


Professional wealth management
Telephone: 1-888-283-8512
Email: jeffrey.wellwood@rbc.com
Web: www.jeffreywellwood.ca

Jeffrey Wellwood provides exclusive wealth management services to affluent families. He provides his clients with financial security today and in the future in order to realize their dreams and goals. Jeffrey is guided by the principles of honesty, integrity, and being ethical in the affairs of all of our clients and their families. His consistent, unparalleled level of service inspires confidence in clients that their financial affairs are handled with the highest level of competency.

WHO WE CAN HELP:
If you ...

  • Are a business owner, professional or executive who requires a process-oriented approach to accumulating and growing your wealth
  • Have a well-established family, and are seeking professional guidance to transfer your wealth to the next generation in a tax-efficient manner
  • Are a pre-retiree who wants to make the most of your savings as you approach retirement
  • Are retired and require tax-efficient strategies to convert your assets into an income stream, and maximize your estate for the next generation
  • Are philanthropic and are looking for a creative way to enhance your legacy to a chosen charity
  • Are concerned with the impact of taxes on your wealth

... then let us manage your investment needs.Members of the HSC community will receive the following benefits:

  • Complimentary Financial Assessment & Investment Review
  • Qualified clients will receive the complimentary services of our wealth management experts, a team of highly skilled lawyers and accountants
  • Complimentary Wealth Management Services include an in-depth Written Financial Plan, Will & Estate Review, Insurance Review and Tax Planning
  • Full access to commercial banking, private banking and retail banking through our partners at RBC Royal Bank
  • Educational financial literacy workshops and books for children

If you are interested in learning more, you can reach Jeffrey at 1-888-283-8512 or jeffrey.wellwood@rbc.com.

RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under licence.
© 2012 Royal Bank of Canada. All rights reserved.

 
 
 

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