Interacting with our team
It’s our job to maintain regular contact with you so we can stay abreast of your current needs as they evolve. Whether you prefer to meet in person, discuss business over the phone, or talk over e-mail, we’ll work with you any way we can, and always respond promptly to your inquiries.
Reporting and Communication
Advisory Accounts: You’ll receive a full range of quarterly statements (or monthly in some cases), transaction statements, tax reporting, and rate-of-return analysis.
Discretionary & third-party managed accounts: You’ll receive a more detailed portfolio evaluation and commentary.
DS Online offers daily market commentary and fixed income reports to clients who desire timely insight.
Partnerships & Alliances
Our affiliation with RBC and our access to key people in the financial and business communities at large means you’ll have access to a complete range of wealth management services, including tax, estate and financial planning. If you’re already an RBC client, you’ll also be able to access your existing RBC accounts and Maguire Wealth Management Group holdings, through RBC online banking.
