Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
We are a family owned business providing a personalized client experience to guide, grow and transition your family’s wealth.
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.
As a full-service Advisor with Sun Life, I am able to offer you our entire suite of financial tools to help create a personalized financial plan while ensuring your core values create the foundation.
Sustainable and responsible investing is something that is vital to the future of our planet and can be incorporated into the foundation of achieving our short-, medium- and long-term goals.
If you would like to chat more about responsible investing, please send me an email and we can set up a time to dive deeper into the importance and explore options available to you and your family.
As part of an independent wealth management firm, I guide my clients, helping them to preserve and grow their wealth over multiple generations. I specialize in advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping my clients pass on a legacy to their loved ones.
Through my investment management programs, I create tailored solutions to address my clients’ individual needs. Because I want to protect my clients’ hard-earned assets, I believe in a conservative investment approach focused on capital preservation and finding businesses that are growing their earnings faster than the competition. By implementing a Responsible Investment(RI) approach, I am able to incorporate environmental, social, and governance into investment decisions.
I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with the families who come to me for wealth planning and I am passionate about making their lifelong dreams come true.