“Wealth means different things to different people. To be an effective wealth management team, you need to learn about your client’s unique needs, expectations and desires. Once you have this understanding, you need to have the right tools and resources, coupled with clear discipline, in order to deliver a truly comprehensive wealth management solution.”

– Mark Porretta, CIM
Vice-President, Portfolio Manager & Wealth Advisor
The Porretta Group, RBC Dominion Securities

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