Wealth Management Process
To create your individual wealth plan, we follow a disciplined process designed to keep you on-track to achieving your goals. This process keeps everyone focused on what’s important – helping you live life the way you want.
■ Introduce you to the unique wealth management process that every one of our clients benefits from.
■ Introduce our wealth management team and the services we provide to ensure the success of our clients’ financial plans.
■ Explain fully the services included in your fee.
■ Gather important financial information – tax returns, statements, etc.
■ Discuss and clarify your financial goals.
■ Understand your individual needs, goals and circumstances.
■ Sign appropriate RBC Dominion Securities account opening documents and provide all pertinent account agreement guidelines.
■ Prepare various transfer documents.
■ Set up access to our security-protected online account viewing.
Create Your Financial & Investment Plan
■ Provides the basis for developing your roadmap for the future.
■ Analyze financial and personal information.
■ Present and explain the different strategies appropriate for you.
■ Provide custom-tailored solutions based on our understanding of your situation.
■ Implement specific action plans to achieve your goals.
■ Structure your investments tax-efficiently and to optimize the risk/reward balance.
Will & Estate Review
■ Complimentary review service available for clients with investments in excess of $750,000.
■ Estate and tax review by our RBC Will & Estate consultant.
■ Helps to identify any opportunities to maximize wealth in your estate.
■ Provides a comprehensive report for you to review with your legal counsel, outlining concepts and strategies we may recommend.
■ Includes a checklist for updating your Will or Power of Attorney.
Insurance Review & Family Wealth Transfer
■ Professional insurance consultant with extensive estate planning expertise.
■ Review your current life and disability insurance needs and coverage.
■ Recommend insurance-based wealth protection, income replacement or wealth transfer strategies.
Review Other Financial Planning Strategies
■ Introduce experts from our professional network as required.
■ Tax accountants, actuaries, bankers, etc.
■ Create and implement advanced strategies including Individual Pension Plans, corporate estate freezes, income-splitting strategies, estate tax planning, as well as personal and business tax planning.
■ Provide ongoing and regular reviews.
■ Ensure your plan is achieving the financial goals and objectives identified specifically for you.
■ Identify and present new strategies that may be appropriate for your changing needs.
■ Invitations to our complimentary client education seminars.
■ Sign up for our monthly e-newsletter.
■ Exclusive invitation to our client appreciation events.
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