Sacha takes a personal approach based on trust.
Commitment to your financial well-being, confidentiality and integrity are the cornerstones of Sacha’s practice and commitment to every client. Sacha‘s clients value his caring and personal approach. They know that they can rely on his expertise and professionalism no matter what their financial needs.
When required, Sacha will provide you with access to the vast resources of RBC Financial Group so that you get the services you need when you need them, and advice from the specialists you need when you need it. (Such as financial planners, estate and tax planners and insurance experts.)
Sacha takes a disciplined approach to investing.
He believes that the key to successful investing is the creation of a long-term plan that reflects your tolerance for risk and sets realistic, achievable goals. Once you have established an investment plan you are comfortable with, it is essential to stick with it over the long term. Making hasty adjustments to your plan in reaction to short-term market volatility can impede progress towards achieving your financial goals. Instead, adjustments should be made through a disciplined process of regular monitoring and review.
What makes Sacha special is his combination of experience, academic and professional training, and unflagging passion for his work. He is committed to providing his clients with top quality, proactive service.
Using his in-depth knowledge of different products and markets, he builds balanced portfolios with maximum effectiveness. He focuses on helping investors understand their investments and monitoring their objectives and needs.
Before making any recommendations, he takes into consideration:
- Your temperament and your unique and specific needs
- Your investment horizon
- Your cash flow requirements
- Your life style
- Your tax situation
He gets great satisfaction from working with investors and is particularly proud of helping them achieve their objectives.
The art of simplicity
Today’s investors have more choices than ever before. New investment products and services are continually being created, and delivery methods abound. Although this situation has expanded the available options, it has also resulted in dangers that are not yet fully understood. Sacha will help you avoid these dangers by looking at your particular situation and developing a plan to meet your needs.
