Hi, I'm Mark Ward, a portfolio manager and investment advisor with RBC Dominion Securities. I love what I do. From my first year of university, I knew what I wanted to do for the rest of my life. And I went about taking the steps to get it done.
What our team does here at RBC Wealth Management is provide complete financial care for our clients. I started out in this business in 1987 on the banking side as a retirement and investment planner before joining RBC Wealth Management in 2003. I moved because I wanted to be able to offer my clients a complete, unbiased picture for all of their financial services.
Now, obviously, our focus is on investments. That's what I love. And that is what I spend a significant amount of my time doing. But our team offers a lot more. We provide a comprehensive wealth experience. We not only look at your investments. We build a personalized financial plan, not some generic cookie cutter plan, but one that speaks to the specific issues you want to address.
We build your retirement scenario, address the needs of your estate, and try to save you as much tax as possible. We also explore ways to transfer your wealth to the next generation, and help ensure the education needs of your children or grandchildren are met. Many of her clients are business owners, and that requires specific planning. Our team includes a financial planner, a business specialist, as well as a lawyer and a state consultant.
As I said earlier, our primary focus is on the investment management of your money. We use a top-down approach for this, starting with a deep understanding of your goals, needs, and comfort level with various types of investments. We then proceed with our dedicated step-by-step process until your portfolio is built, executed, and well-managed on an ongoing basis. We are disciplined. We're not swayed by short-term trends. And we focus on blocking out noise and distractions that can influence opinion.
Service is something we take pride in. A lot of pride. Each and every client knows exactly what our process is, how their money will be managed, and when they can expect to hear from us. We review portfolios monthly, and that keeps us on top of everything. We have been doing this for a long time. We love it, and we would be happy to discuss if and how we can help you. Reach out to me today to get started.
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This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.
