The client experience with The Clayson Wealth Management Team of RBC Dominion Securities
I lead a team that provides complete wealth management strategies for individuals and families preparing for retirement, and retirees looking to maximize their after-tax retirement income. I take a big-picture approach to managing your wealth. – Ed Clayson
Every Client Will Have a Clear Investment Strategy
Working closely with you, we provide a diversified strategy that reflects your income and return objectives at a level of market risk you are willing to absorb. Your portfolio is reviewed and rebalanced on a quarterly basis according to your personalized written Investment Policy Statement. This provides you the confidence that your money is managed in a professional manner.
Every Client Will Have a Fully Functional, Personalized Financial Plan
A financial plan provides a road map that either confirms that you are on the correct financial path, or assists us in outlining the direction needed to reach your goals. This provides peace of mind to you.
Every Client Will Have a Relevant Tax Strategy
Working with your tax partner, or one recommended by us, we ensure you preserve your capital and maximize your after-tax income.
Every Client Will Have a Meaningful Will and Estate Plan
Our extended Will and estate consulting team reviews your current Will and makes recommendations to make sure your last wishes and desires will be followed. We partner with your lawyer or one recommended by us in this process.
Every Client Will Have the Appropriate Insurance Solutions
We review your present insurance plan to confirm or recommend strategies that manage your family’s financial risk in the event of death, critical illness or disability, and ensure your loved ones are properly looked after.
Every Client Will Have a Trusted Banking Partner
Working with a trusted banking partner ensures that there is complete synergy between your investment plans and your banking needs. Having an effective strategy for managing your cash flow needs is a critical element in fulfilling your overall financial plan.
Every Client Will Have a Dedicated Service Plan
You receive a document that outlines the services we provide, a schedule for meetings, and guidelines for when we will contact you, and when you should contact us. We also provide a written full disclosure of the costs for our services.
All of our clients benefit from our guidance, direction and expertise, and we trust you will too. – Ed Clayson