Our process is what puts us head and shoulders above the rest. We take a personal and engaging approach to addressing our clients’ financial and life needs. Through a series of meetings, we gain a complete and detailed understanding of a client’s current situation and future goals and needs. From there, we tailor strategies specific to them. Each individual plan starts with an Investment Policy Statement which sets the course for a comprehensive wealth management solution. It spells out your risk tolerance, ideal portfolio make-up and investment strategies we will take to achieve your goals. We apply a disciplined approach that helps our clients stay focused on the management of financial decisions that shape their future. We believe a formalized plan eliminates not only the guess work but the emotion as well. No second-guessing. By taking a consultative approach rather than a transaction-oriented one, we remove conflicts of interest as well. We believe in being transparent.
RBC Dominion Securities, Canada's leading full-service investment dealer has been providing investment advice since 1901 and as an integral part of the Royal Bank Financial Group we have access to virtually unlimited resources within the group. In addition we have developed relationships with other outside professionals such as accountants and estate planning lawyers.
Please Contact us today at 1 (866) 335-3398 for a comprehensive portfolio evaluation.