Our experienced professionals design a comprehensive, customized plan to empower clients to achieve their personal and financial goals.
Wealth management
In addition to intelligent investment advice and wealth management, we can assist with a wide range of financial needs in collaboration with our extended team of RBC experts, including:
As a team, we will assess your needs to determine which of these complimentary consultations are appropriate for you.
Investment process
- Discovery:
Understanding your needs, goals and circumstances; assessing your risk tolerance, desired lifestyle and wealth objectives
- Investment Policy Statement
Defining the parameters for selecting investments; matching your objectives with intelligent, time-tested strategies
- Solution development
Developing thoughtful and creative investment solutions tailored to your objectives, drawing from a wide selection of world-class research and services
- Implementation
Employment of your financial plan and investment strategies
- Management
Continuous reviewing and rebalancing of your portfolio to ensure financial objectives are being met in light of your ever-changing circumstances
What sets us apart
Professionalism, integrity and the utmost commitment to clients are pivotal in how we approach our practice. You can rest assured that when you invest with The Mauro Wealth Management Group of RBC Dominion Securities, you receive the highest-quality service, research and investment solutions.
Integrity
From your first meeting with Adriano and The Mauro Wealth Management Group of RBC Dominion Securities, you will feel confident that your investments are Adriano’s top priority and that his investment advice is intelligent and honest.
Commitment to our clients
We value our clients.
Investing with our team means enjoying peace of mind, knowing that we will help you achieve your financial objectives. We are committed to continuously monitoring your portfolio to adapt to changing market conditions and seize opportunities, as well as ensuring that your holistic financial plan always reflects your evolving needs and lifestyle goals.
To contact our team, click here.
