Daniel Beaudry Wealth Management provides a full made-to-measure service with clients’ needs analyzed in an integrated manner. Our excellent reputation is built on personalized service and outstanding financial advice as well as on our ability to obtain solid results. Our strategy for preserving our clients’ wealth is based on a conservative approach that focuses on long-term growth, sheltered from speculation. Over the years, we have developed a unique stock selection approach that provides for growth in both income and capital.
To enable us to provide top-quality service, we limit the number of families we bring into our client base each year. We expect our clients to respect our values, and we agree to keep them informed, on a regular and fully transparent basis, of how their assets are performing and of current financial and economic trends. All our clients have been met personally at least once a year, for the last 25 years!
- Wealth management statement based on each client’s needs and goals;
- Service plan with a calendar of meetings;
- Monthly review of all portfolios;
- Annual review with presentation of results;
- Guidance and supervision in dealings with other professional advisors (lawyers, accountants, tax specialists, notaries, bankers, etc.).
RBC Wealth Management, a world leader
Our clients have the advantage of entrusting their portfolios to the Canadian bank with the best reputation in the industry. With its expert advice, RBC Wealth Management provides exclusive service from the largest and best capitalized financial institution in Canada as well as the financial stability that comes with one of the world’s 10 largest wealth managers*.
* Ranking in the Scorpio Partnership 2011 Global Private Banking KPI Benchmark.
