In my 25 years in financial services, I’ve come to understand that wealth management often means different things to different people. One of the biggest misconceptions is the idea that wealth management is another term for investing or financial planning. It’s true that these services are important components, however, alone they barely scratch the surface.
At The PFP Group of RBC Dominion Securities, we view wealth management as the professional consideration of all moving parts that directly relate to your financial well being – a simple explanation that requires not-so-simple solutions.
We know that people come into wealth in many different ways. Whether it’s from having built a viable business, forged a successful career, or received an inheritance, each individual’s circumstance is unique and requires personalized strategies to achieve their financial goals. Backed by an industry-leading wealth management services team, we will work diligently with you and your other key advisors to meet all of your wealth management needs.
The one thing that has been consistent throughout my career is that developing the right strategy and sticking to it are equally important components to achieving ongoing success. That is why we are deeply committed to building a lifelong relationship with each client. We understand that earned trust, a commitment to professionalism, open communication and complete transparency are essential building blocks of every meaningful relationship.
Vice-President & Portfolio Manager
The PFP Group, RBC Dominion Securities