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We are committed to providing our clients with well-researched and unbiased solutions through a dedicated five-step process that prioritizes transparency and communication.
It all starts with the simplest of conversations. We take the time to sit down with you and go through an all-encompassing review of your wealth that helps establish your short- and long-term needs.
Leveraging RBC’s proprietary financial planning tools, we will create a wealth management plan that aligns with your future goals and turn it into tangible, achievable stepping stones.
We will create a tactical and sound investment portfolio that manages risk and tax efficiency and aligns with the unique preferences set out in your Investment Policy Statement.
From Will and Estate Consultants and Insurance Specialists to Banking and Credit Specialists, we will connect you with our relevant partners across RBC Dominion Securities and beyond to serve your wealth in its entirety.
As a Portfolio Manager, Spencer is part of a select group authorized to offer Private Investment Management (PIM). This advisor-led strategy allows us to customize investments on behalf of our clients, saving them time and letting us take advantage of fast-moving market opportunities.
As your life changes, your financial plan will, too. We will conduct regular reviews to ensure that your plan still aligns with your current goals and priorities, and ensure you remain well informed through weekly newsletters and our resource library.
Find out what we can help you achieve
