Investment Discipline

Khoddami Wealth of RBC Dominion Securities uses an institutional style investment process combined with transparent fee-based approach to provide clients with flexible and customized investment solutions. 

Wealth Management Process

  • Comprehensive needs analysis and discovery
  • Liaise with wealth management experts, including tax and legal professionals, as and when needed
  • Preperation and presentation of detailed investment and wealth proposals
  • Farshid and client complete Investment Policy Statement defining agreed upon investment parameters
  • Diana initiates clients onboarding experience
  • Implementation of the client service plan

Client Experience

  • Scheduled face-to-face review of investment portfolio on a semi-annual basis
  • Quarterly summaries with commentary
  • Regular contact and updates by telephone
  • Team members easily accessible at all times for client requests
  • Additional actions as needed to ensure that the client experience is at all times superior and in line with client expectations

 

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Farshid Khoddami

Vice-President & Investment Advisor

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Sherry Paydar

Associate

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