Why work with Carter Zweig Wealth Management of RBC Dominion Securities.
In today's complex world, you need a team you can trust, a team that has experience in all markets - a team that will put the needs of you and your family first.
As Portfolio Managers with Canada's leading firm, Anthony Carter and Darrin Zweig are committed to offering their clients disciplined, straightforward wealth management. To ensure you receive the best possible service, and that your wealth remains protected in all markets, the team adheres to the following pillars of wealth management, which serve as the foundation of their practice.
Invaluable Experience
Anthony and Darrin's clients benefit from their long history of guiding portfolios through the market's most volatile swings, such as the dot-com bubble, the Great Recession of 2008, and most recently the COVID-19 pandemic. They have extensive experience helping individuals, families and business owners with sophisticated banking and asset management strategies, including the use of trusts and holding companies.
Risk Management
Anthony and Darrin run their practice with integrity at the core, and put the best interests of their clients first. To ensure your wealth remains protected, they are focused on risk management, not just returns.
Dedicated Service & Open Communication
As your partners, Anthony and Darrin will act quickly to meet your needs. A team member will always be available - whether the markets change and action is required, or if you have a question or concern. It's all part of the industry-leading service they provide.
They prioritize transparency and accountability. Every client receives quarterly portfolio reviews, including a market commentary, asset allocation and performance. Relevant benchmark information is also included so you can better understand your results.
Discretionary Wealth Management
Anthony and Darrin have met stringent requirements to enable them to offer a discretionary wealth management service. This is a service that can only be offered by a limited number of investment advisors. They have the ability to provide you with a completely customized portfolio, designed to meet your individual requirements, without needing approval for each transaction. This gives you freedom from managing the day-to-day investments, allowing you to spend more time on the things you love.
Comprehensive Strategies
As practitioners of personal wealth management, Anthony and Darrin leverage their in-house expertise to take care of your complete financial needs, including financial planning, will and estate reviews, credit, banking and wealth advisory services.
Alternative Investments
Over the last 10 years, Anthony and Darrin have built deep relationships with some of Canada's most respected and well-known hedge fund managers. Their expertise in the use of alternative investments to improve returns and lower the risk for clients is a particular pride for the team.
Family Focus
Anthony and Darrin have children and understand the unique challenges of being a working parent. Paying down debt, buying a second home, renovating a home, funding private school, going through a transition like divorce, saving for university and planning for retirement – they can help you plan for these circumstances and more.
They can also assist busy families with all their financial needs through their contacts at RBC Royal Bank, RBC Private Banking and RBC Wealth Management Services.
