We feel fortunate to be part of RBC Dominion Securities, Canada’s largest investment firm. RBC provides us with the resources so we can devote our time to giving you the best possible service.
To do this, we focus our efforts in three areas:
- Getting to know you - To tailor an investment strategy that reflects your unique needs and goals, we do more than collect financial information. We try to get to know you personally. Too many mistakes are made by investment counselors who become fixated on the latest hot trend, or who are excessively cautious. A good plan requires not only financial expertise, but also understanding and empathy. Perhaps the most important thing we do is build relationships.
- Personalized solutions - Every investor should have an investment policy - a strategy that lays down a roadmap to achieve his or her long-term goals. A good strategy need not be complex; the best are often very straightforward, but it is essential to have one to move forward with confidence.
- Keeping your costs down - To maximize returns, we also help you keep your investment costs and administration fees to a minimum. That’s why we like to review your entire portfolio to avoid duplicate holdings and fees. We are also seeing strong growth in our “advisor” accounts, where everything - including all trades - is covered in one inclusive fee.
Our team offers our clients a full range of investment services from insurance, stocks, bonds, money market, mutual funds and managed accounts either on a transaction or fee based basis.
Our Professional Wealth Management approach includes:
- Financial Planning
- Credit & Lending
- Retirement Planning
- Education Savings
- Charitable Giving
- Estate Planning
We take pride in providing quality service to clients. For more information or for a second opinion on your current portfolio please call or email us.