At the Pallett Wealth Management Team (PWMT) of RBC Dominion Securities, we have developed a unique and systematic wealth management process. It includes an analysis of our clients individual life goals, and integrates those goals with financial, income tax, retirement, investment, estate, risk management and business succession planning.
Our process ensures the effective and timely delivery and ongoing monitoring of comprehensive wealth management solutions. It also ensures that we deliver predictable services that consistently meet or exceed our clients expectations.
Investment Management Philosophy
Market timing is not a science…it’s gambling. We believe that risk-appropriate allocations to quality investments are a more reliable way to reach your goals than attempting to time the market.
The smartest investment decisions are often the hardest. It is easy and natural to go with our gut feelings if things are scary or when we do not want to miss out on a rising star. We believe that it is better to make changes to your allocations based only on well-researched economic changes or major market shifts. Emotional decision-making can damage your financial well-being.
YOU are at the centre of our risk management process. We work with you to understand your values, personal history and desired outcomes. We then use our PWMT proprietary analysis scoring system to identify investment solutions that will best reach your goals.
Losing sleep because of your investment portfolio is unacceptable. Every portfolio will experience ups and downs. We believe, however, that you can sleep at night when you understand the quality of your portfolio and how it is working towards your goals.
