Portfolio review request form

There’s wealth in making sure your financial future is secure.

To request your complimentary and confidential portfolio review with an RBC Dominion Securities advisor, please complete and submit the form below.

Fields marked with an * must be filled.

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Do you have an existing RBC Dominion Securities Advisor?
If yes, please enter his/her name:
Household investable assets


To protect your privacy and security, please do not include any confidential information such as bank account numbers, credit card numbers, or other account details.