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As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, you may require professional assistance with the management of your wealth.
While many providers claim to offer wealth management, a deeper look reveals basic products that may not be suitable for your complex financial goals. Few are satisfied with their current situation. They thirst for simplification, however finding a solution has not been easy.
At Shorer Wealth Management, we have the support and resources of Canada’s leading wealth management provider, RBC Dominion Securities. Our team has access to tax, legal, estate planning, financial planning and insurance specialists who can help you create a coordinated plan to address all your financial objectives. To ensure you have the most effective plan in place, we will coordinate our team’s strategies with your existing legal, tax or banking professionals.
Kelly and his team have the knowledge and ability to sit in the middle of all the financial activity, make sense of it and play maestro to ensure that all parties are working from the same script. Elevating a single advisor to this kind of a position requires trust – which is in short supply in today’s world.
As your financial assets become more significant, you require greater transparency from your investment managers. Our team provides sophisticated client reporting that addresses the increased diversification of holdings, demand for more indexed performance measures, and a growing desire to see information presented in a way that measures progress against financial or life goals.
To execute complex wealth strategies, investors and their advisors need to closely coordinate activities among third-party service providers - such as accountants and estate and tax attorneys. Our team will work closely with your existing professionals, and take a proactive approach to keeping them informed if you prefer to further simplify your financial paperwork.
More and more investors are adopting institution like processes to manage their wealth, asking service providers for financial and estate plans, philanthropic and charitable giving plans, investment policy statements and regular risk assessments. We have access to the industry-leading RBC Wealth Management Services team. We have the resources and the expertise to play a valuable and central role as the trusted advisor in your financial life.
