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