As a client of Sousa Wealth Planning of RBC Dominion Securities, you will experience a dedicated planning process designed to improve your family's quality of life. Our team will provide you with the peace of mind, by knowing that your hard-earned wealth will be in good hands. You will have access to an expert group of highly accredited legal, tax and financial planning specialists to help build and protect your wealth.
A higher level of customization
In many cases, the key to a comprehensive financial plan is the level of customization it offers.
A customized, comprehensive financial plan should involve the following:
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In-depth discovery discussion to ensure that your goals, aspirations and objectives are clearly identified;
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Projection of your financial situation (investments, retirement income and estate value) based on your current strategies and savings rate;
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Recommendations of key investment, tax, estate planning and retirement planning strategies that are aligned with your goals;
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Projection of your financial situation if the recommended strategies are implemented; and
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An action plan that summarizes the key recommendations and a clear guideline for you and your advisor to help monitor their implementation.
Speak to us if you require more information about having a comprehensive financial plan prepared for you. Depending on your situation, you may only require a simple retirement plan or projection to determine if you are on track for meeting your retirement goals.
