As an Investment Advisor and Financial Planner at RBC DS, the Wagman Daghlian Wealth Management Group runs a practice focused on building trusted relationships with entrepreneurs, businesses, families, and investors alike. As entrepreneurs in the financial industry, our approach to managing wealth is by considering our client’s individual perspectives for every strategy we customize using the highest standards of practice in the financial industry.
The strength of the RBC brand is in the quality and depth of the resources that are at our disposal, including some of the best Wealth Management Specialists and partners we work with help us bring the best of what RBC has to offer to our clients. We focus on providing reliable, trustworthy expertise to build individual strategies for each client. Our reputation and personalized approach to Financial Planning and Wealth Management is what differentiates us from our peers and our competitors across the industry.
Integrity is one of the RBC Values that stands out most to us as we hold ourselves to the highest standards of care and trust to make sure our clients are met with the most suitable solutions to help them achieve what is most important for them in lives. It is an incredible privilege and responsibility to manage someone's life savings and we take that honor very seriously. We pride ourselves on the experience and expertise we bring to each relationship and want to treat our clients with the utmost care as though we are part of their family.
My 30 year experience in the financial industry as a Certified Financial Planner ™, a Certified Investment Manager™, is what allows me to bring a trusted perspective in managing wealth and determining the most suitable approach for each individual client and their families.
Our team is based out of North York Civic Centre at 5140 Yonge Street, led by Adam Prusin and his management team. Our team extends to include our Wealth Management group of specialists who we work with daily to offer our clients in depth financial planning, business planning, estate planning, and insurance and risk planning as well as tax planning to all of our clients. We work closely with RBC banking partners to ensure that the full suite of RBC banking products and services are available to our clients.
Some exciting things we are working on right now are keeping up with the market volatility and communicating regularly with all our clients to ensure they are comfortable with their portfolio's asset allocation, security selection while adjusting their financial plans to their specific life events and keeping up with the changes that they are facing in these trying times. We work closely with all our clients to make sure that their financial plan encompasses short and long term challenges to help maintain their course to keep their goals on track by regularly reviewing strategies and making the necessary adjustments.
