Get on track with a free portfolio review and gain peace of mind about your investments
Our complimentary portfolio review consultation is an independent evaluation of your investment strategy and the performance of your current investment manager, and how this compares to the industry and specific benchmarks.
We follow a four-step process designed to determine if your current investment portfolio is properly structured to achieve your goals.
Step 1: We listen to you
Before we look at your current portfolio, we ask questions and carefully listen as you explain your investment objectives, your financial goals, and the specifics of your unique, individual situation. Then, and only then, will we ask to see your portfolio.
Step 2: We create an Investment Policy Statement
We know the best way to achieve success is through a disciplined approach to portfolio management. That’s why we recommend a custom-tailored Investment Policy Statement for our clients. Your Investment Policy Statement is the basic blueprint for the creation of an investment portfolio that is specific to you. It documents key factors such as your investment objectives, time horizons and risk tolerance. Based on these factors, we will recommend an appropriate asset allocation strategy with the right balance of growth, income and security.
Step 3: We analyze of your current holdings
Next, we analyze your holdings by blending your investment objectives with our knowledge of current market conditions and the resources available through RBC Dominion Securities. Once we have completed our evaluation, we will offer you our best opinion on the quality and suitability of the investments you presently own, answering questions such as:
- What is our current outlook for your stocks, bonds and mutual funds?
- Is the risk level suitable based on your specific situation?
- What adjustments should you make?
Step 4: We bring it all together
In the final step, we take the results of our analysis and compare it to the criteria you outlined at our first meeting. If your current portfolio is properly structured, we will tell you so. If we feel changes should be made, we will make specific recommendations. What you will end up with is a comprehensive evaluation that is strictly confidential. But most importantly, you will end up with the peace of mind of knowing that your current investment portfolio is properly structured or, if it isn’t, the confidence of knowing what changes you need to make.
Should you allow us the privilege of helping you with the future management of your portfolio, we can offer you a high-quality portfolio tailored to your needs with regular updates and portfolio reviews from our team. In addition, we offer a range of wealth management services, including financial planning, Will and estate consultations and insurance-based wealth protection strategies.
Contact us to book your complimentary portfolio review.
