Comprehensive Wealth Management for Individuals & Families

As a Portfolio Manager, Jerrod has gained the experience and education to manage investment portfolios for clients on a discretionary basis.  As a Certified Financial Planner and with the support of our team of experts at RBC Dominion Securities, we offer Comprehensive Wealth Management services including Investment Management, Retirement Planning and Will & Estate Planning. 

 

To learn more about Comprehensive Wealth Management, click here.

 

Investment Management

Investment management is the core of a solid wealth management strategy.  Based on fiduciary standards, our process for recommending investment portfolios will include an analysis of variables including:

     • Time horizon & cash flow requirements

     • Risk tolerance

     • Expected and/or required returns

     • Asset class preferences

     • Tax status

     • Minimizing investment management costs

We offer a defined level of service including transparent reporting, timely commentaries and RBC provides unparalleled research and oversight.  We will work to integrate your investment portfolio to align it with your overall wealth management plan. 

 

To begin a review of your current investment portfolio, click here.

 

Financial & Retirement Planning

 

As a Certified Financial Planner (CFP), Jerrod can assist whether you are saving for retirement, planning your retirement income and navigating the sale of a business or farmland.  We offer solutions and the support of a team of specialists that will customize a plan to your unique situation. 

 

     • Wealth Accumulation: saving and investing for growth in a tax efficient manner

 

     • Wealth Protection: identifying and managing risks to your financial well-being

 

     • Wealth Conversion: generating a tax efficient and reliable income stream for retirement income

 

     • Wealth Transfer: Passing wealth to future generations according to your wishes

 

We will co-ordinate with your personal accounting and legal professionals, and RBC provides additional expertise in more complex situations. 

 

For more information on retirement planning, click here.

 

For more information on Estate & Wealth Protection, click here.