Diversify by geography, sector and asset class, rebalance annually, keep costs low, be tax effective, stay out of negative territory, grow and compound wealth over the long term and do not let short term events or human emotion erode said plan.”  Michael Kirkpatrick

 

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, Kirkpatrick Wealth Management of RBC Dominion Securities can help.

Recognized as one of the leading wealth advisors in the nation’s capital, Michael and his team provide a comprehensive range of wealth management services designed to meet the needs of you and your family.

 

 

Michael's Thoughts

The value of having a strategic charitable giving plan in place

The value of having a strategic charitable giving plan in place

May 01, 2024 | Leanne Kaufman, President and CEO, RBC Royal Trust

Planned philanthropic giving can help create a beautiful legacy.

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You have a business plan. What’s your retirement plan?

May 01, 2024 | RBC Wealth Management

Planning options to consider in building a retirement nest egg as a business owner.

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Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

May 01, 2024 | Nathan Janzen and Claire Fan

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation...

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