"We manage the risk that the markets - and life - can bring to build you a reassuring long-term plan to reach your personal and financial goals".
- The Fahr Group
The Fahr Group comprehensive Wealth Management approach:
- Focused around active wealth planning to achieve your long-term financial goals
- That incorporates personal financial planning, prudent portfolio management and Will and estate planning;
- With in collaboration with our in-house experts as well as our external network of advisors.
Through these foundations, we offer a Wealth Management practice that differentiates itself by:
Discovery
- Explore your current financial situation, portfolio and investment objectives
- Establish your investment and wealth management goals
- Determine your tolerance for risk and market fluctuations
- Complete a personalized myGPS™ wealth and financial projection based on your goals
Strategy
- Develop your individually tailored wealth management strategy
- Build customized portfolios designed to meet your investment goals, often through our discretionary Private Investment Platform
- Establish your needs for tax, estate, insurance and charitable gift planning
- Provide research, commentary and information on specific holdings, markets or economies
- Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
Enhanced wealth management services
- Introduce, as appropriate, a full suite of services from our RBC partners, including RBC Private Banking Premier, RBC Commercial Banking and RBC Royal Trust Enhanced wealth management services
- Benefit from the expertise of our wealth management specialists in areas like financial planning, estate law and taxation