What’s in it for me?
IT'S A TEAM EFFORT
You have not one, but three people to personally answer your phone call, give advice and help with your questions. Our corporate team puts Estate Planning Specialists, Will and Estate Consultants, and Financial Planning Specialists at your disposal, and we rely on these specialists to work in conjunction with you, your lawyer, your accountant, and other family members. We act as quarterback in ensuring that all the players' are working from the same game plan.
SERVICE PLAN
Our formal Service Plan ensures there will be regular contact and portfolio reviews. The reviews can be done in person at our office, another RBC DS office, your home or over the phone. Our Service Plan is tailored to you and the frequency of them can be modified in order to better serve you.
WHAT'S IMPORTANT TO YOU?
I think it's safe to say these subjects are the focus of nearly everyone's financial life
- Planning for retirement, pensions, annuities, RRSPs, RRIFs, TFSAs, and investment accounts
- Estate plans wills, trusts, life insurance, heirs, and charitable giving
- Income protection, asset protection, life insurance, disability insurance, and critical illness insurance
- Assist children college/university, living expenses
- Assist parents retirement, long-term care
The solution to the above issues is a by-product of recognizing the need and then dealing with it. There's value in the expertise we bring to bear when helping you identify and deal with these major interests.
MEASURING SUCCESS
Investment performance isn’t the only measure of success. Our role as Advisors is much broader it includes helping you determine your risk tolerance, allocating to appropriate asset classes, establishing a path through complex financial issues, and establishing integrated tax planning.
OUR COMMITMENT
Our commitment is to be your Chief Financial Officer and help you with your investment needs and long term financial goals. We are here to serve you.