Defining Success
Each of us defines success differently. It's what drives us. It's the motivation behind the hard work that we put into each and every day and it's the sacrifices we make for family and friends to reach a point we define as success.
For some, success means saving for that down payment on your first home, or buying that vacation property. For others, success is gained by providing your children with a great education or caring for aging parents. Yet for others, it is building a thriving business that you're passionate about, or retiring early. Perhaps, success is attained by leaving a lasting legacy to an organization or charity that influenced your life.
Achieving Success
We want to help you achieve your success. Abbas is able to leverage his diverse background in investments and capital markets, having worked across various roles within RBC for over 14 years. Abbas, along with his team of subject matter / industry experts, collaborate together to deliver the wealth management solutions you need to achieve success. Abbas Fazal's extended team includes highly accredited accountants, lawyers, financial planning consultants, business owner specialists, insurance specialists, estate planning specialists, private bankers, and personal and business banking partners – each with their own distinct set of skills.
Our Clients
- Business owners, who need help managing personal and business assets, in a tax efficient manner.
- Health Care Professionals, who can benefit from specialized financial planning strategies afforded to them.
- Busy executives, looking to free up some time to focus on their personal lives and career goals.
- Individuals and Families, who want to make the most out of their savings through their working years.
- Retirees & Pre-Retirees, who are looking for a personalized and tax efficient retirement income plan.
- Well-established families, who are seeking professional guidance and legacy planning assistance.
- Those Seeking Ethical Investments - socially responsible investment options available
Wealth Management Process
1. Discovery - We seek a clear understanding of your current situation and your goals.
2. Financial Analysis - We prepare a customized analysis incorporating those goals, risk tolerance, and unique circumstances.
3. Will & Estate Review - For complex estates, we will recommend steps to take to achieve your goals.
4. Insurance Review - We may introduce insurance solutions to protect everything that you have worked to build.
5. Investment Strategy - We will establish a tax efficient strategy designed to achieve your goals, whether you're investing for growth, income, or preservation.
6. Portfolio Management and On-going Service - We will implement the investment strategy and manage the portfolio as your needs and the markets evolve. We maintain regular communication along your journey.
Let's Talk
To learn more about how our Wealth Management practice can help you to achieve your success, or to arrange a complimentary consultation, contact Abbas directly at 416-948-7861 or at abbas.fazal@rbc.com.
