Investment success does not happen overnight. Neither does good advice. As portfolios and priorities change, our smaller number of high-net worth clients makes a difference. It means that as our client, you receive the care and attention you deserve, all year round.
Our Team's Services Include
- Full financial planning
- Estate and philanthropic planning
- Portfolio construction and management
- Insurance planning
- Investment policy construction
- High net-worth families
- Business owners
Our client service process starts with a thorough Discovery, or understanding of you and your finances. Next we work with our team of investment, tax, estate, and insurance experts to examine your situation looking for ways we can help you and your family achieve your goals. We discuss the opportunities that come from this analysis in our Strategy Meetings with you. Once we have agreed on a set of strategies we implement them, and follow up with Regular Portfolio Reviews to ensure that our plan remains sound.
Throughout the year we also provide Client Education on the latest in financial planning and market related ideas via newsletters, emails, seminars, and special reports.
Our clients are able to take advantage of the considerable resources of RBC Dominion Securities to help with any question or issue that may arise. RBC Dominion Securities is part of the RBC group, one of the most trusted companies in Canada.
We welcome the opportunity to speak with you about the possibility of working with our team. Please contact us to find out more.