At D'Amata Landry Wealth Management of RBC Dominion Securities, our approach goes beyond investment advice and managing assets; it helps you protect your lifestyle, manage your savings, plan your retirement and helps create your legacy. We focus on helping you create a long-term strategy appropriate for your situation.
To accomplish this, we follow a five-step wealth management approach.
1. Introduction
We will introduce you to the Wealth Management services we provide to help you achieve your goals.
2. Discovery
Together we gain a deeper understanding of your needs, goals and circumstances to help clarify your financial objectives. This step includes gathering all your financial information.
3. Strategy
We analyze your financial and personal information to match your objectives with time-tested strategies.
4. Solutions
From our analysis, we develop thoughtful solutions tailored to your objectives, drawing from a wide selection of world-class products and services. We then present our recommendations and discuss them with you.
5. Guide your progress
Over time, your needs and goals will change. We review your situation regularly to ensure your financial objectives are being met.
