Corchis Wealth Management


At Corchis Wealth Management team of RBC Dominion Securities, we are committed to delivering outstanding, personalized service to each of our valued clients. Our mission is to provide you with absolute clarity, in what can often be a confusing financial world.
  

However you define success, our goal is to get you there.

We have carefully assembled a team of subject-matter experts and professionals who work collaboratively to deliver the key solutions you need. My team consists of highly accredited financial planning consultants, business owner specialists, insurance specialists, private bankers, and personal and business banking partners – each with their own distinct set of skills and experience. Together, we work in a coordinated fashion to achieve one common objective: to help you achieve success, however you define it.

Who we work with...

Our clients often have unique and intricate financial situations which require sophisticated guidance and opportunity spotting. They include:

Busy professionals, executives, business owners & entrepreneurs who recognize the value of advice and delegating the management of their financial affairs to a trusted professional

Retirees who need assistance formulating and following a disciplined financial plan to make the most out of their retirement savings, maximize their after tax retirement income and protect their financial security

Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them

We provide our clients with personalized investment strategies and access to the industry-leading RBC Wealth Management Services Team, who can assist with additional planning and needs, including:
 
  • Minimizing taxes
  • Organizing your estate in a tax-efficient manner
  • Protecting your families wealth for the future
  • Wealth planning for business owners in advance of transfer or sale

 

Rob's Remarks

My commitment to you is a transparent, engaging and lasting relationship built on trust and integrity.  I start by listening intently to confirm that I have a full understanding of your unique definition of success - including your wants, needs, goals and expectations - before employing a personalized approach to wealth management. You can expect a total experience from me, one that incorporates all of the specialists, partners and resources you need to guide you through life's many stages. 

What sets Rob apart from other advisors is his approach?  You'll have to meet him to find out for yourself. In the mean time, he invites you to learn more about his investment philosophy and what wealth management means for you. When you're ready to take the next step, contact Rob or one of his team members directly.