My Six-Step Process
To ensure that I always act in your best interests, I follow a meticulous six-step process. This process balances your desire for freedom with your expectation for excellence.
1. Creating your Investment Policy Statement
I work with you to develop an Investment Policy Statement, a written document that takes into account your unique needs, investing time horizon, tolerance for risk and more. Considering all these factors, I will recommend an ideal asset-allocation model for your portfolio.
2. Building your portfolio
I will select an appropriate combination of investments for your portfolio. Senior economists, portfolio strategists and research analysts from RBC augment my insights in these key areas.
3. Managing your portfolio
I will make day-to-day investment decisions on your behalf to respond to and anticipate the changing market and economic landscape.
4. Third-party review and monitoring
An independent risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your Investment Policy Statement.
5. Adjusting your investment strategy
I will also meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
6. Keeping you informed of your progress
You will receive a monthly account statement. You also have access to your accounts and timely market information through our online services.