The AMB Wealth Management Approach

While the requirements of each individual client are unique, we follow a carefully planned four-step process designed to ensure that your investment expectations are met and long term wealth building objectives achieved.

Discovery

Step 1

We initiate an in-depth exploration of your individual needs, goals and circumstances to help establish your financial objectives, immediate and long-term.

Strategy

Step 2

We analyze your financial and personal information in order to fulfill your stated objectives with smart, time-tested strategies. These strategies take into account your unique needs, time horizon, and tolerance for risk.

Solutions

Step 3

We develop thoughtful and creative solutions tailored to your specific objectives. We draw from a wide selection of world-class investments, financial products and specialist services to help us build and manage your personal portfolio.

Working with economists, portfolio strategists and research analysts from various parts of RBC Dominion Securities, we ensure that our recommendations are carefully constructed and completely comprehensive.

Service

Step 4

We review your investment performance and asset accumulation strategy with you regularly to discuss appropriate changes necessary to keep you on track.

As part of that process you will receive monthly account statements, quarterly summaries, and a comprehensive tax package to ensure that you are always kept informed of your progress.