Building Relationships for Life
Ash offers discretionary wealth management advice and services within RBC Dominion Securities. Managing the aspects of the complex financial affairs for high-net worth individuals & professionals, business owners and Trusts.
The process starts with an in-depth conversation that uncovers where you've been and what you're hoping to achieve. Then by using our innovative Discovery tool and creating a Wealth Plan we can better understand you and how you really make decisions. We take the time to understand what makes you unique. We establish a deep understanding of who you are by actively listening to you and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
Our goal is to do the heavy lifting so you don't have to; we are happy to liaise with the rest of your professional advisors, such as your accountant, and lawyer, to help ensure your needs are met.
