In a world of robo-advisors, artificial intelligence and day trading, it's easy to understand how investors could think that investing is simply a matter of filling in a questionnaire and turning your hard earned savings over to an algorithm. The team at The Konar Wealth Management Group of RBC Dominion Securities Inc., with over 50 years of combined experience know that a personalized investment plan is neither "easy" or "simple". A properly crafted investment plan involves a real understanding of your needs and goals, then matching that with a customized portfolio designed with you and your families specific situation in mind.
However, the real advantage we provide to clients is the knowledge that this investment plan is only one step in a true wealth management plan. Real wealth management encompasses not only your individual investment plan, but also includes tax planning, insurance planning, business planning as well as a comprehensive estate plan. With the resources available through Canada's largest full service investment firm Kevin, Brian & Michelle are able to provide clients with the full suite of wealth management solutions and specialists.
Call or email us today to see how The Konar Wealth Management Group can help you grow and protect the wealth you have worked so hard to accumulate and insure that your legacy is there for future generations.