“There are many reasons why someone would switch investment advisors; poor performance, poor customer service (little to no contact), trading without permission, excessive fees, mismanagement, a demonstrated lack of skill, frustration with getting access to your money, etc. But people don’t like change or confrontation, and their financial advisor will often get angry when money is moved from the portfolio. You begin to believe that they are all the same and there is no point in changing (the adage that the grass is always greener).
After getting to know Memo, I decided to move part of my portfolio over to him. What happened next changed my opinion on investment advisors. There is a high level of trust that can only be attained through communication, experience, and expertise. Our business relationship grew, and I moved my entire portfolio over to Memo.
As my portfolio grew, I began using my investment portfolio in ways I never thought possible. I funded my new business and invested in real estate and land. I’ve never hesitated to call Memo to move money and use it for entrepreneurial endeavours. We also regularly discuss up-and-coming companies that look like good investments. He is the expert; he does the research and explains the pluses and minuses so that I can make informed decisions. Communication is key, and I can call or text him anytime and get a timely response.
Memo helped to expand the many valuable services offered by RBC. Gradually, I switched my Business and Private Banking service to RBC and added identify theft and fraud prevention measures.
Memo also arranged meetings with several experts within the RBC platform. These experts taught me Will, business, and tax strategies. After learning and understanding various strategies, they recommended firms that could assist with the legal arrangements.
So, my success is due to a calculated risk I took by switching some of my portfolio to Memo 16 years ago and gradually moving it all over. If I had known then what I know now, I would have done it much sooner. The only way you can make your money work for you is by working with an expert who has your best interests in mind. Memo checks all the boxes. I highly recommend his services.”
— Mr. Vincent R.
