Allain Wealth Management provides the highest level of professional service to our clients. The relationships we develop and establish with our clients are to ensure all financial activities are addressed and organzied with an integrated and managed approach to support their overall wealth plan.
Private Investment Management
If you wish to simplify your complex financial affairs and work together with your own personal portfolio manager to handle all the details, our private investment managment service may be your choice. Key features and benefits, you can expect:
Our Advisor Account is a special type of investment account designed to offer a portfolio approach to investing and the simplicity of paying one annual, asset-based fee. There is access to a complete range of investment without paying additional transaction fees.
Key Features and Benefits of the Advisor Account:
- Make or approve all investment decisions while working in partnership with Allain Wealth Management
- Adjust your portfolio to meet changing market conditions without paying additional fees and charges
- Receive expert portfolio advice and services
- Access to monitoring tools online
- Receive comprehensive reports summarizing all portofolio activity
Strategic Insurance Solution
With our insurance-based solutions, you can enhance your retirement income, protect your family's financial security, safeguard your business, and maximize the value of your estate.
As an RBC Dominion Securities client, you'll have access to a wide range of financial planning services and experts through Allain Wealth Management. Our financial planning services can help your answer important questions affecting your family's financial situation. To help answer these questions, our financial planner will complete a comprehensive analysis of your currently financial situation, evaluate your currently strategies, and create a roadmap to help you realize your goals.
Will and Estate Consulting
To protect your family, you can establish an estate plan which is vital for future generations. Our Will and Estate consultatnt can provide guidance and create the legacy you desire.
If you would like update your Will or personal financial situation have changed, you may be interested in our complimentary Will and Estate consultation service.