A total wealth management approach

Getting the right investment advice is a key part of managing your wealth, but it's just one part of a bigger picture. The team at Stefan Private Wealth Management of RBC Dominion Securities carefully builds customized plans that coordinate all aspects of your wealth, from financial plans to insurance, tax and estate planning. No matter what your needs, we are focused on helping you achieve a secure financial future.

A disciplined process is key

We follow a disciplined five-step process to keep you on track to achieving your goals. Our disciplined process keeps us all focused on what's important: helping you live life the way you want to live it.

 

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1. Introduction

We introduce you to the wealth management services we provide, not just during our first meeting, but on an ongoing basis, as your needs evolve and new services become available.

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2. Discovery

Together, we gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information. 

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3. Strategy

Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.

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4. Solutions

We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.


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5. Service

We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.