PHILIP FLOSTRAND
Updated 130 days ago
Our team matches best with conservative investors seeking peace of mind and the security of knowledgeable professional management. We focus on capital preservation, tax-efficient income, and carefully growing your family's security. We often work with two and three generations of a family, including many clients in retirement, as well as business owners and those with successful careers. After 20+ years of steady growth here at RBC Dominion Securities, our clients have entrusted us with over $600 million in assets to carefully manage on their behalf. This ranks us in the top 5% of advisors within the firm. To ensure the continuation of our best service and strong results for existing client families, we now closely limit the number of new clients we work with. We will still welcome a few new clients by referral only, where there is a good fit with our specialized services. For investors with $1,000,000 or more of investable assets seeking experience, a conservative style, and above all..
Also known as: Holland Family Enterprise Group