In today’s ever-changing economic environment, the ability to make responsible financial decisions can be difficult and stressful. Having a personalized financial plan and perspective on where the markets are headed, and how it affects your portfolio, is essential to growing and preserving your wealth. As your steward, I marshal the vast resources and strength of RBC to deliver immediate access to a sophisticated international team of financial experts, leveraging smart-technology to address your needs promptly, professionally and thoughtfully.
The first step in our approach is to engage in a comprehensive discussion with you to explore your unique circumstances. Our goal is to help you identify and prioritize your financial goals. With a thorough understanding of your needs and definition of wealth, we provide you with simple and convenient solutions to complex financial matters. Upon agreement, we will implement your plan in coordination with your existing legal and tax advisors. Frequent communication is key to ensuring your results-based plan is aligned to your evolving goals, and that you are confident in your strategy. To that end, we hold regular meetings with you to review progress and direction, and ensure your portfolio is reflective of your values.
Our core investment philosophy is founded by five consistent beliefs: ★ maintain objectivity ★ manage risk ★ tax-smart ★ cost-efficiency ★ stress-free
Trust us to provide you with an integrated, full-service wealth management solution, one you would only expect to find at a family office acting for Canada’s most affluent families. Time and well-being are your most valuable assets. Our goal is to save you time, offer consistency & peace of mind, and see you attain and/or maintain the wealth you’ve worked hard to achieve.
