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Introducing Jay
1.
RBC DOMINION SECURITIES
Introducing Jay Morrison, Investment Advisor FOCUSING ON THE BIG PICTURE Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning As a high net worth investor, you your retirement, or guidance on how to structure your estate in a tax- understand the importance of a efficient manner. focused approach. Perhaps you have very specific concerns that need to be addressed – like You recognize that complex maximizing your retirement income or deciding how to pass on the family issues arise for individuals with business. substantial assets and you have the wisdom to acknowledge that PROFESSIONAL ADVICE managing wealth requires a high degree of experience, dedication and commitment. Jay has been working with individuals and families to achieve their financial goals since 1990. Over a twenty year period, he has helped people buy You want to work with someone their first home, establish strategies for retirement, prepare for their who will help you protect and children’s education, plan for the distribution of their estate and protect build your capital by focusing on their wealth through careful investment selection. earning superior long-term returns without taking excessive risk. Since 1901, private investors have turned to RBC Dominion Securities to help them achieve their financial goals. With over 400,000 clients You want personal, professional worldwide and over $180 billion in assets under administration, we are advice from a trusted Advisor with Canada's leading full-service investment and wealth management firm. a strong network of partners who are able to address all of your We can help you build and protect your wealth with a range of services: financial services needs. • Personal Investment Advice Together, let’s explore how RBC • Portfolio Management Wealth Management can simplify • Financial Planning your life so you can focus on the things you truly enjoy. • Retirement Planning • Tax-Reducing Strategies Jay Morrison • Wealth Protection • Charitable Giving (519) 621-6993 jay.morrison@rbc.com Call Jay today at 519-621-6933 to learn how RBC Dominion www.jaymorrison.ca Securities can help you. In Quebec, financial planning services are provided by RBC Wealth Management Financial Services Inc. which is licensed as a financial services firm in that province. In the rest of Canada, financial planning services are available through RBC Dominion Securities Inc. RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. ®Registered trademark of Royal Bank of Canada. Used under licence. RBC Dominion S®Registered trademark of Royal Bank of Canada. Used under licence. RBC Wealth Management is a registered trademark of Royal Bank of Canada. Used under licence. ©Copyright 2012. All rights reserved.
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