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

 

Recent Posts

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Fed rate cuts for what?

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

If there are people you care about who might also value our work,
please have them give us a call.

Farshid Khoddami, CIM

Senior Portfolio Manager

Phone Number604-981-6608
|
Email me

Sherry Paydar

Associate

Phone Number604-981-5007
|
Email me