Our top priority is to understand your unique needs and tailor a plan that meets them
Whether you are looking to nurture your financial future, protect what you have already built or create a lasting legacy for your family, we have the expertise and resources to design the best strategy to achieve your financial goals. Recognized as a leading portfolio management team in Western Canada, Becker & Cheng Wealth Management of RBC Dominion Securities provides a comprehensive range of services for a diverse group of clients that include:
- Private Clients
- Professionals (Doctors, Lawyers etc.)
- Business Owners
- Trusts, Foundations, and Endowments
More than just investment advice, our holistic planning lends foresight for your future, providing the following tangible elements to our clients:
- Comprehensive Financial Plans
- Wills & Estates
- Customized Investment Management
- Introduction to Partners Across RBC Network
- Risk Management & Insurance Strategies
- Professional External Networks
- Giving and Philanthropy
- Credit and Lending (Banking)
Each of these elements comes with a menu of options to maximize your lifestyle and your wealth. Wealth management is an ongoing process that can help guide you and your loved ones through each stage of life. With a relationship based on fiduciary duty, we provide you with advice-driven solutions without hidden sales commissions or deferred sales costs.
The relationships we build are the most important part of our business
The relationship we establish with you is about ensuring the financial security you need to live your life the way you want to live it. It is about enjoying your success, spending time with your family, and creating memories that last for generations.
Your wealth deserves professional attention, the kind that acknowledges all your goals in life. In addition to helping you manage your investments and finances, we can help you plan your retirement, support your loved ones’ dreams, protect your lifestyle, fund a major purchase or create your legacy. This is the essence of our approach to wealth management.
Becker & Cheng Wealth Management draws on the holistic experience each of us brings to the team to develop the very best strategies to manage your wealth. Our success, and that of our clients, is attributed to our approach and the foundation we built our practice on:
- Education – We hold the highest level of accreditation within the industry with multiple designations
- Experience – The culmination our team’s century of combined wisdom, perspective, and experiences permeates into our collective planning and creative solutions for our clients
- Ethics – We hold ourselves to the highest moral standards in our professional and personal dealings
- Equality – Our team prides ourselves in having diversity in our thought processes and understands the value of different opinions
- Sustainability - We believe that being socially and environmentally aware through responsible investing matters to promote long term sustainability for generations to come.
Becker & Cheng Wealth Management offers a consistent and responsive level of service, the kind that only a team with the top industry designations and experience can deliver. We take the fiduciary responsibility of managing our clients’ money to the highest ethical standard in a socially responsible way.
Contact us today for a complimentary portfolio evaluation.