Partner Details

CanAm Partner

Charles W. Cullen III
Charles W. Cullen III, RBC Dominion Securities

ph: 902-424-1092

At RBC Dominion Securities, we have provided professional wealth management services since 1901. Today, we are Canada’s leading provider of wealth management, trusted by over 400,000 clients worldwide, and a member company of RBC, Canada’s largest financial group. 

As a U.S. citizen who moved to Nova Scotia, Charles understands the unique financial considerations you face and has the specialized wealth management strategies to help you achieve your goals.  His client base primarily includes individuals who have immigrated from the U.S. and other countries.  He uses all appropriate resources and experts to deliver:  1. Investment advice custom-tailored to your needs; 2. Financial planning advice based on tax-efficient strategies that can help you build your wealth and the value of your estate; 3. Insurance strategies that go beyond traditional life insurance and incorporate tax-efficient solutions to protect your family, their lifestyle and your estate.  Charles has over a decade of experience in financial services, most recently as a Senior Vice President at a U.S. wealth management firm. Charles is a graduate of Princeton University (with honours).  Charles holds the Certified Financial Planner designation.  

RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under licence. © 2013 Royal Bank of Canada. All rights reserved