At Epp Butler Private Wealth Management of RBC Dominion Securities, we believe that your wealth does not begin and end with the investments in your portfolio. It includes your business interests, your philanthropic pursuits and your family. Our wealth management approach understands that all your interests should be kept in your big financial picture at all times, and we are committed to helping you achieve your vision.
As our client, you can unconditionally expect us to deliver:
Dedication to helping you achieve your goals
Our wealth management process begins with listening to your concerns and gaining a thorough understanding of your personal objectives. The planning process addresses every area of your financial life, from investments to insurance, from estate planning to charitable giving.
Personal service
We believe in providing you with professional and personalized advice and counsel that fits your personal style and philosophy for doing business.
A comprehensive plan
Working together with you we will help you create a long-term wealth management plan that manages risk over time, and provides long-term growth through any market conditions. When necessary, we are also happy to work with your other professional advisors to ensure we are all working towards the same goal – helping you achieve you financial and personal objectives.
Suitable recommendations
We value the trust you place in our investment team. As your professional advisor, you can be confident our recommendations are consistent with your long-term goals, personal situation and tolerance for risk.
Full disclosure
We strive to provide you with open and honest communication. Our team will inform you of the complete costs and benefits of doing business with Epp Butler Private Wealth Management of RBC Dominion Securities.
The integrity and strength of RBC Dominion Securities
Working with RBC, we are able to provide you with the unique benefits of working with a global financial leader that can provide your investments and wealth unparalleled security and strength during up-markets and times of volatility.
Finding an advisory team you can entrust your wealth can be a daunting task. If you would like to know how our services and professional team can help you achieve your goals, we invite you to contact us today.
