I generally advise high net worth clients, although investable asset size is just one of the issues I consider before entering into a new relationship. What matters most is building a durable client partnership offering long-term wealth management opportunity and significant potential asset growth.
My clients deserve highly personalized wealth management services. They expect competitive investment returns where security, capital growth and the prudent management of risk are fundamental.
My commitment starts with the first meeting. Through an in-depth discussion, we determine your personal financial goals, needs and long-term objectives.
I will gladly collaborate with your existing advisors, or introduce preeminent legal, accounting, tax, wills and estate planning, financial planning and banking experts through the RBC Wealth Management network.
Comprehensive Total Wealth Management Process
- Discovery: I develop an understanding of your personal and financial goals.
- Financial Planning: I prepare an analysis of your total financial situation.
- Will & Estate Review: I address your estate planning concerns and goals.
- Investment Policy Statement: I create a blueprint investment strategy.
- Investment Proposal: I recommend a total investment plan.
- Ongoing Services: I track portfolio performance and provide timely updates.
- Regular Reviews: I adjust your plan to reflect evolving needs and markets.
- Statements and Reports: I provide detailed account statements, portfolio review statements, transaction updates, and tax reports.
- Formal Annual Review: I conduct an exhaustive and rigorous annual review of your total wealth management plan to ensure that it is meeting your immediate, mid-range and long-term expectations and needs.
