Partaker Wealth Management
Simplifying your financial life
Partaker Wealth Management of RBC Dominion Securities was established in August 2000 to provide goal-oriented wealth management guidance and services to families, businesses and foundations. Since then, our team has built a strong reputation in the Greater Calgary area for attentive, client-focused and valued investment advice.
Our approach is to understand and keep on top of the ever-changing financial world, navigate it and explain our approach to you using simple, easy-to-understand language. Following a disciplined investment process grounded in leading economic research and the best practices of prominent financial leaders, our program simplifies financial decision-making and assists you in translating the complexities of wealth management into an easy-to-understand road map. This beginning-to-end approach helps our clients enjoy their wealth today while making meaningful progress towards future goals.
Our commitment to you
We understand that managing your finances may not be your top priority in life. However, we also understand the importance of proper wealth management. That’s why we take great pride in diligently managing your financial life – so you can focus on your true passions.
We consider our responsibility to you to be of the utmost importance. Every decision we make is guided by a commitment to act in your best interest and, above all, to help ensure continued progress toward your life’s goals.
We promise to always:
- Put your interests first
- Be open, honest and transparent
- Stay apprised of changes in your life and your goals
- Help you to understand your investments, objectives and risks
- Provide exceptional service and make doing business with us easy