Working For You
Based in The Beaches community of Toronto, Stephen Erochko has built an investment advisory practice that – though supported by the national and international resources of RBC Dominion Securities Inc. – remains deliberately compact, accessible and responsive.
Stephen regards living and working close to his core clients in The Beaches to be a powerful asset.
So while he can leverage a team of seasoned multi-disciplinary investment and wealth management professionals, he is committed to building his client relationships with tact, sensitivity and a strong sense of shared personal purpose.
Comprehensive Financial Planning
For Stephen, financial planning includes more than investment management – important though that is. It embraces a holistic approach to financial management and lifestyle protection, retirement planning, inter-generational wealth transfer, and legacy creation.
The clients of Stephen Erochko expect and receive personalized investment advisory and portfolio management services. Like you, they expect competitive investment returns where security, asset growth, and the prudent management of risk, is fundamental.
Ultimately, what matters most to Stephen and his team is their expertise – based on an intimate understanding of a client’s financial hopes and expectations – that they can build a durable personal client partnership offering long-term wealth building opportunity.
