Your Plan... and Your Life First ®
At Hymers Wealth Management Group of RBC Dominion Securities, we believe that real wealth means having the freedom to live life to the fullest. To this end, we've developed Life First ®, our proven wealth management strategy designed to empower you and help you achieve goals far beyond your finances.
Life First ® is a disciplined process that takes the complexity and guesswork out of financial planning and breaks every aspect down into five components:
1. Discovering Your Ideals to Establish a Strong Foundation : Develop a working relationship with you to have a thorough understanding of your milestones, goals, and aspirations in order to establish a solid financial foundation that will help you achieve your life’s dream.
2. Developing Your Financial Blueprint: Document your priorities, needs and goals in an Investment Policy Statement; an effective blueprint for managing your financial assets.
3. Bringing in Our Experts: Our experts cover specialties including law, taxation, and offshore planning. Their complementary expertise is available to all clients who meet or exceed established thresholds. This dynamic team will help execute and quarterback all facets of your financial planning needs.
4. Executing the Plan: A custom-designed portfolio based on your guidelines and our experts’ input will magnify and protect your wealth well beyond retirement and ensure assets are maximized for your children and grandchildren.
5. Managing and Monitoring: We maintain regular contact to ensure your plan, your goals and your objectives stay on course. We diligently monitor market and economic conditions to ensure ongoing re-balancing with a focus on preserving your wealth and taking advantage of market opportunities to maximize your portfolio performance.
To help you consider and plan your own unique retirement, please review our documents below:
A successful investment strategy can't exist without a clear understanding of goals and objectives.
Life First® and Plan. Invest. Relax® are registered trademarks owned by Rhonda Hymers.
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