Helping you achieve your goals
Our process is designed to find the root of your financial needs and then develop a tailored comprehensive plan. Our framework and approach both designs and customizes your financial goals. We measure success across meaningful milestones so that our plan continues to be relevant for your life and goals. Data shows that surprisingly, investment strategies are often not aligned with personal financial priorities. Moreover, success is often based on pre-defined benchmarks that have little relevance to specific, personal goals. Our ambition is to create the most meaningful plan to realize your personal goals to live for today with financial peace of mind for the future. We co-create with our clients a customized plan based on their goals and we develop personalized benchmarks to measure success.
Discovery
It all starts with discovery and learning, our process begins by conducting an in depth review of your families circumstances and priorities. We make certain we understand your past experiences and future aspirations to help us define what you want to accomplish with your wealth.
Wealth Plan
Once we have an understanding of your priorities we then create a wealth plan. The complexities of managing wealth efficiently require a proper plan for you, your family and/or business. We act as a guide to ensure all areas of your financial life are aligned to achieve your personal goals.
- A comprehensive plan to guide us in determining our most pressing financial concerns - such as:
- Will I have enough to retire comfortably and where/how to I access my wealth
- Is my business succession plan in place and how do I ensure a smooth transition
- Is my legacy plan aligned with my wishes - how do I want to be remembered?
- We leverage the resources of RBC Wealth Management by accessing our network and working with specialized accredited professionals.
- We build portfolios to reflect your personal risk tolerance and investment objectives. We align your investment portfolio with your priorities and develop a personal benchmark as a measure of success.
- Lastly, we utilize an asset allocation and rebalancing approach to minimize risk to make sure your investing experience is as smooth as possible.
Implementation
Then we move to action and implementation. Once we have agreed on the strategies that are most appropriate for you and your family, we implement your investment and wealth strategies with diligence and detail. We continually keep you apprised of the process and ensure you are comfortable with the strategies we are implementing. Lastly, we coordinate with our appropriate wealth management specialist to execute your customized wealth plan.
Service
Most importantly continued service remains. Ready to adjust and communicate with you on your terms. Once our recommended strategies are implemented, we develop a tailored service plan to follow up on our recommendations. Our goal is to be continuously involved in the financial decision our clients face to ensure our strategies are aligned with your priorities.
We encourage you to contact us and we look forward to being of service.
