"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