The 4S Process
Through a simple yet effective "4S process" the Solomon Wealth Management Group of RBC Dominion Securities can help you create a plan that protects your legacy, preserves capital, minimizes risk and reduces the impact of taxation.
Richard's proprietary process ensures that his clients have access to the resources and advice they need to achieve their financial, investment and personal objectives: strategy, solutions, specialization and service.
Strategy. With your personal objectives established, Richard will analyze your financial and personal information to match your objectives with smart, time-tested strategies. As he develops each client's individual strategy, Richard follows a disciplined five-step process that ensures your wealth management, investment, tax and estate planning needs are met at all times.
Specialization. Clients of the Solomon Wealth Management Group benefit not only from Richard's unique perspective and advice, but also have access to his team of legal, tax and estate planning specialists. Richard's dedicated team can provide tax and estate planning advice that is tailored to your particular needs, whether you are an incorporated professional, a large family, a business owner or a recent widow embarking on a new stage in life.
Solutions. To help you find the right solutions for your situation, Richard has access to a full suite of wealth management services and solutions, and will work with you to build a comprehensive wealth management plan. He tailors appropriate solutions with access to the deepest and broadest selection of secure money market and fixed-income investments in Canada, including virtually every Triple-A rated and R1 debt instrument in the market.
Service. When every decision can make a difference to your wealth, we understand the importance of timely and professional service. Richard and his Associate Shireka are committed to delivering ongoing service that exceed client expectations.