While first-class wealth management and investment strategies are the backbone of our business, we'll ensure your customer experience remains second-to-none, through our interactions with you and the resources we're able to leverage.
Interacting with Our Team
It's our job to maintain regular contact with you so we can stay abreast of your current needs as they evolve. Whether you prefer to meet in person, discuss business over the phone, or talk over e-mail, we'll work with you any way we can, and always respond promptly to your inquiries.
Reporting and Communication
Advisory Accounts
- You'll receive a full range of quarterly statements (or monthly in some cases), transaction statements, tax reporting, and rate-of-return analysis.
Discretionary & Third-Party Managed Accounts
- You'll receive a more detailed portfolio evaluation and commentary. Furthermore, we e-mail daily market commentary and fixed income reports to clients who have requested such timely insight.
Partnerships & Alliances
Our affiliation with RBC and our access to key people in the financial and business communities at large means you'll have access to a complete range of wealth management services, including tax, estate and financial planning. If you're already an RBC client, you'll also be able to access your existing RBC account and RBC Dominion Securities holdings, through RBC online banking.
