The Mauro Wealth Management Group of RBC Dominion Securities recognizes that money is merely a means to an end. It’s about having the financial security you need to live your life the way you want. It’s about enjoying your success, spending time with your family and creating memories that last for generations.
While money is just a means to an end, it still requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life – not just financial goals. In addition to helping you manage your investments and finances, we help you plan your retirement, save for a family member’s education, protect your lifestyle, fund a major purchase or create your legacy. Whatever your goals, we can help. This is the essence of our approach to wealth management.
There’s more to wealth than money
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
A disciplined process is the key
To provide wealth management, we follow a disciplined five-step process to keep you on track to achieving your goals. A disciplined process keeps us all focused on what’s important – helping you live life the way you want.
We will introduce you to the wealth management services we provide, not just during our first meeting, but on an ongoing basis as your needs evolve.
Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all of your important financial information.
Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies
We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services
We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
Take the next step
Contact Adriano Mauro today for a complimentary consultation. Phone:
(416) 842-3436 | Toll free:
1 (800) 561-6431 | E-mail: firstname.lastname@example.org
RBC Dominion Securities 200 Bay Street | 39th Flr Suite 3900 | Toronto, Ontario | M5J 2J2