Michelle Deschamps takes a holistic approach to wealth management, utilizing a thorough, disciplined process that is the cornerstone of RBC DS. Working with care and careful attention to detail, Michelle employs this trusted, proven process to achieve the best possible results for her clients and their families.
It all begins with a partnership discovery – we get to know each client on a deeper level in order to best understand their individual needs and goals. During this part of the process, Michelle will analyze your current investment policy and financial plan, including existing insurance products, will and estate plans, and goals. Once we have a complete view of your current circumstance and vision, we can create a plan that has been personalized to reflect your life. These recommendations are implemented with your approval, and then closely monitored to ensure consistent success.
Our team communicates with clients on a regular basis, with scheduled reviews that give us the means to evolve as you do. It’s a complete, effective approach to personal wealth that is tailored to your unique needs.
