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— David Johnston, Senior Investment Advisor
In order to provide meaningful value to our clients, our relationship begins by getting to know your needs and goals. After establishing a high level of trust, we then wrap our arms around you and your family by delivering strategic support in all aspects of your wealth, from in-depth financial planning to retirement planning and beyond. Some of our main areas of expertise include:
After getting to know you, your family, and your aspirations for the future, we design a personalized and all-encompassing financial plan – what we refer to as a “template” with our clients – to help you achieve your short- and long-term goals.
Leveraging decades of experience – both personal and professional – in protecting loved ones and their assets, we work closely with you to create a thoughtful estate plan and up-to-date Will to meet your objectives and secure your legacy.
Working in close collaboration with your accountant and other professionals, we analyze your unique financial situation and offer a wide range of tax-efficient strategies to address your varied tax obligations and reduce your tax burden.
By uncovering your hopes, fears, and dreams for the future, we help you and your family plan for a retirement that’s as unique as you are, ensuring your wealth is protected, taxes are reduced, and that your next chapter is the best one yet.
With your unique Investment Policy Statement (IPS) as our guide, we uncover your income needs, risk tolerance, time horizon, and other important variables before building a portfolio that remains disciplined in its design and centred on you. Leveraging A+, RBC’s premium investment service, our clients get access to a range of exclusive benefits including:
We ensure your unique objectives, comfortability with risk, and income needs are accurately reflected in the design of your fully personalized portfolio, and we regularly update and rebalance according to your ever-evolving life circumstances.
We select from an extensive list of world-class, industry-leading money managers to provide their expert recommendations that we then align to your unique portfolio design, ensuring you always receive the very best investment advice.
We strategically and responsibly make determinations between interest-generating and equity investments, carefully considering the risk/return characteristics of your portfolio and regularly updating for suitability and performance.
We provide regular updates, reviews, and in-depth consolidated reporting of your personalized portfolio design and asset allocation, ensuring it’s truly reflective of your most up-to-date goals, lifestyle changes, and long-term legacy.
See why clients choose to partner with us for generations.
