To create your individual wealth plan, we follow a five-step approach.

 

Learning about each other

Before we do anything else, we take the time to learn about your individual situation, what's important to you and what you are trying to achieve with your wealth. If we feel we can help, we introduce our services and discuss how we can work together to achieve your goals.

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Developing your personalized investment plan

Delving deeper into your individual situation, we learn specific details about your needs, goals and preferences. Based on these we can formulate specific investment objectives, determine the best ways to achieve them and create your personalized investment plan.

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Putting your plan into action

Your investment plan is implemented in a tax-efficient manner, utilizing a wide array of resources only available through RBC Dominion Securities. This includes both proprietary and independent investment research, in-depth portfolio strategy and access to virtually every type of investment worldwide.

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Integrating complementary wealth services

In coordination with your other professional advisors, such as lawyers and accountants, and our own team of financial planning specialists, we complement your investment plan with tax, retirement and estate planning solutions.

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Taking care of your lifelong needs

As your needs evolve, market conditions change and new opportunities present themselves, we will make adjustments to optimize your plan. To keep you up-to-date on your progress, we conduct regular update meetings with you. In addition, we provide enhanced account reporting and communications, such as our weekly newsletter MacKay Weekly Investment Report and others outlined in our Service Plan.

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