Helping you achieve your goals
Here at the Komitas Wealth Management Group of RBC Dominion Securities, we take a comprehensive approach to helping you achieve your personal and financial goals, guiding you every step of the way.
Our team specializes in helping you to:
Who can we help?
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who want assistance with their personal assets, as well as a trusted partner to offer valuable advice and expertise.
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who want a greater range of wealth management options and enhanced retirement benefits that may be exclusive just to them.
You! If you have a keen interest in understanding your wealth, building it and diversifying your investment portfolio; crave innovation and information on the latest local and global opportunities; if you don’t want that queasy feeling in the pit of your stomach, every time the markets open – we can help.
How do we start?
Stats and graphs, charts and financial lingo have their place – with analysts – but not in your world. We make it easy for you to plan your future. Here’s a glimpse at our onboarding process:
Step 1. Your financial assessment: what is your financial position right now? The good and the could-be-better, the not-so-good but could-be-worse?
Step 2. Build a financial plan: What is your goal? Your timeframe? Your fears?
Step 3. Create your custom report with analyses on cash flow, tax strategies, savings, investments, insurance and enhancing your lifestyle.
Step 4. Prepare for retirement. The goal is to retire at 60–work if you love it, not because you need it.
Are you in?
Once upon a time, the world was predictable. Even its instability was predictable. When one economy failed, another prospered; when politics turned topsy-turvy in the middle east, North America remained calm; social unrest took turns; sparks lit up, fires were controlled.
The world was always as we knew it – until it wasn’t.
The only constant is change. Uninvited. Unwanted. Unsettling. When it comes to your finances, this volatility can be devastating. This is how we prove to you that you’ve chosen one of the best – by ensuring you enjoy your wealth, but aren’t burdened by it.
Working with only select clients, Andreas devotes 100% of his attention to each of their needs. He follows the markets at home and abroad, devours the global economies and opportunities, seeks to expand your positions and always, always, protects your assets.
He communicates regularly by phone and sends a series of informative and relevant e-blasts to keep you up-to-date and part of the team with no surprises, unanswered questions or unnecessary stress.
If this is the financial security, service confidence and all-around excellence you desire, then let’s schedule a meeting soon.