Step By Step
Step 1: Our first step is to determine if we would be a good fit and whether we are able to help you. Everyone’s situation is different, and it may be the case that RBC Dominion Securities is not ideally suited to your specific needs at this time. We can discuss your situation and share with you anything that we believe would help you, as well as guide you to alternative services that may be more aligned with your needs. That being said, my door is always open if you have any questions or if our solutions more align with your needs in the future.
Step 2: Assuming our solutions can provide value to your financial situation, our next step is to do an in-depth evaluation of your current circumstances and a review of your life goals. This involves identifying your priorities, determining where you are at, where you want to go, and what is most important to you.
Step 3: Using this information, we will create a detailed long-term financial projection of your lifetime wealth trajectory. This allows our team to identify opportunities and risks, as well as make recommendations to improve your financial picture. We will discuss scenarios and determine how to optimize your unique situation and maximize your progress toward your objectives.
Step 4: Once we’ve agreed on a path forward and you have full confidence that we are your ideal partners in your wealth management journey, we can begin implementing the measures discussed and leveraging our exceptional team and resources to attend to all your requirements.
Step 5: Next is the development and implementation of your investment portfolio to maximize your investment results within the context of your overall financial plan and risk profile. Within the wealth management team, this is my area of specialization where I will be dedicating my focus on a regular basis.
Step 6: Our last step is the ongoing review of everything above. Usually this is done on an annual basis. This allows us to adapt to your changing life circumstances as needed over time.
