Wealth management | Cafferky Private Wealth of RBC Dominion Securities

Taking care of you now and for the future

When it comes to their long-term wealth, our clients have one question: Am I going to be okay? They may be thinking of having sufficient funds for their retirement or putting their kids through school without taking a lifestyle hit. Whatever the situation, our answer is always the same: We will make sure of it. To do so, we follow a thorough and disciplined process.

1. Establish risk profile

We start by asking key questions to determine your personal appetite for and comfort with risk, which serves as the backbone of our recommendations.

2. Make financial projections

We use a proprietary tool to show you what your finances look like today and where they can net out tomorrow, taking into account all possible circumstances and scenarios.

3. Create investment portfolio

We build your individualized portfolio based on your unique risk profile and personal goals following our proven “core and explore” model.

4. Consider wealth planning requirements

We draw upon the vast resources of our RBC network of experts to serve every aspect of your finances, ranging from legacy planning to wealth protection.

5. Monitor and maintain

We continually review your portfolio and broader finances to identify and solve problems, as well as search for and capitalize on opportunities.

Bruce has always been very committed to understanding our financial objectives and giving us excellent advice that is respectful of our tolerance for risk. He brings an impressive combination of market knowledge and practical approaches to saving and investing that has allowed us to achieve and maintain our lifestyle goals.

– Craig & Glenda E.
We met Bruce over a decade ago when our family started investing at RBC Dominion Securities. Bruce’s personality and delivery has made dealing with our finances easy and enjoyable. He is in regular contact about our portfolio, constantly reassessing our needs and goals by revisiting our budgets and estate plans. His attention to detail is so very apparent, as he (we) question our comfort levels as our lifestyle and position changes. Bruce and his team have provided us an invaluable service that has helped our family grow our wealth and secure our family’s future. We look forward to working together for the next decade!

– Bryce & Amy L.
We’ve been with Bruce for over 10 years and have been very happy with our returns. Even in this climate of uncertainty, he understands what our financial needs are and tailors our portfolio to meet and exceed them. We would not hesitate to recommend Bruce and his team to friends and family.

– David M.
Bruce is an earnest, knowledgeable, empathetic advisor who takes the time and effort to explain the complexities of his financial planning. He takes the time to explain complicated issues that would seem overwhelming to his clients. He is patient, never undermining the efforts of clients to understand a given situation. We would be happy to recommend Bruce to friends.

–Robert and Joyce M.

Taking care of you now and for the future

We’ve been with Bruce for over 10 years and have been very happy with our returns. Even in this climate of uncertainty, he understands what our financial needs are and tailors our portfolio to meet and exceed them. We would not hesitate to recommend Bruce and his team to friends and family.