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Lee Private Wealth Advisory of RBC Dominion Securities Inc..
Toronto, ON · NAICS 523930
Phone: +14169604243Format verified (CA)
Website: wmc.rbcwealthmanagement.com
Trust signals
- Format verified (CA)
Lee Private Wealth Advisory offers personalized investment services.
Lee Private Wealth Advisory, part of RBC Dominion Securities Inc., provides tailored investment services to help clients achieve their financial goals. Located in Toronto, this advisory firm focuses on wealth management strategies that cater to individual needs. With a commitment to excellence, they guide clients through the complexities of investment decisions, ensuring a comprehensive approach to financial planning. Their expertise in the investment sector positions them as a trusted partner for those seeking to grow and protect their wealth.
Business stage
established
Local competition
medium
Services & offerings
investment advisory, wealth management, financial planning
Who they serve
Their target customers include individuals and families seeking personalized investment strategies.
Ideal customer
- Industry
- Finance
- Company size
- individuals and families
- Decision-maker role
- investors
- Geography
- Toronto, ON
B2B vs B2C focus
B2B 0%B2C 100%
Demand pattern
steady demand throughout the year
Peak months
JFMAMJJASOND
Investment services are sought year-round.
What sets them apart
- personalized service
- expertise in wealth management
- affiliation with RBC
Team size
Unknown
NAICS
523930