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Hello, I'm George Manjgaladze, and I'm a portfolio manager at RBC Dominion Securities. I would like to welcome you to our wealth management practice. Since 2003, we have been successful in helping many families establish well-thought-out financial plans that stood the test of time.
We know each client has a set of goals and priorities which are unique to them. These often include consistent retirement income, tax-efficient transfer of wealth to the next generation, and much more. Our team of experienced professionals works hard to uncover financial and tax opportunities that may have been previously overlooked. And more importantly, we want to help you avoid financial accidents.
Prior to joining RBC Dominion Securities, I was an oil and gas analyst for one of the prominent investment banks in the US. Over my 20 years in the financial industry, I have learned and made important observations that have shaped how I make financial decisions today.
First and foremost, it's all about managing risk. From my experience, I find most investors paid too much risk relative to their needs. My team and I avoid unnecessary risk by making the asset allocation between stocks and bonds and alternative investments more about what you can live with and less about what's happening in the markets on any given day.
Second, we help you extract emotions from investment decisions. Money and emotions do not mix well. We help clients avoid making emotional decisions by following a disciplined and rules-based investment process.
We recognize no investment firm has a monopoly on the best ideas. That's why our portfolios consist of top investment ideas from six of the leading research teams. And we take the time to educate our clients. We don't expect you to be experts on every investment we own.
However, through our quarterly portfolio reviews and consistent communication, we're going to help you gain a very good working knowledge of the portfolio strategy we create for you. Work with us, and we'll ensure your financial affairs are well organized, streamlined, and above all, something you don't have to worry about. Please reach out any time you're ready to have a conversation. I look forward to earning your trust and guiding your financial decisions in the right direction.
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This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.