Our approach | Eastmure Thompson Wealth Advisory of RBC Dominion Securities

Building on your values, working toward your goals

With our values always in mind, our approach to wealth management is heavily focused on planning and is designed to align with your unique goals. And as part of Canada’s leading wealth management firm, we have the skills, expertise, and professional support to deliver strategies in all facets of your financial life, however simple or complex.

Values-based planning

Before we invest your money, we take an all-encompassing view of your current financial situation. Then, we collaborate with you to create a fully customized financial plan based on your values, and set you up for success over the long term.

Goals-based investing

At Eastmure Thompson Wealth Advisory, our foundational commitment is to manage wealth by design, not by default.  We approach each client’s ongoing wealth management strategy with goal driven financial planning and manage each account with an understanding of investment objectives and risk tolerance. These factors drive our asset allocation strategy, which considers tax impacts for non-registered and registered accounts.

We believe that education is integral to a successful client experience. Dedicated to communication and transparency, we strive to have every client understand, on an ongoing basis, the rationale for their asset mix and individual holdings.

Monitoring, reviewing, and refining

We understand that your plans, values, and goals may change. That’s why we always keep our finger on the pulse of your financial situation and on the markets, and ensure that we regularly monitor, review, and refine your wealth plan and investment strategy to best suit your needs.

Craig’s approach to listening, gathering information, and his responsiveness are what attracted us to him at the outset, and his consistent and methodical approach to investments has taken our worries away.

– Alex Bilsland, retired senior technical writer
In my professional life, Michael worked with our non-profit for more than 20 years. Michael managed to secure our investments through a time of financial turmoil. At retirement, I chose to move my personal portfolio to Michael, and have been very pleased with the results. Michael and his team are responsive and knowledgeable, and I trust him.

– J. Arruda
Craig and his team have proven to be deeply caring, attentive, and trustworthy. Whatever questions, doubts, or concerns I may have, they always address them quickly and provide me with a sense of peace.

– Bojan Vitko, retired chiropractor and actor
I have been with Mike Eastmure Investments for more than three decades for trusted, solid advice. His assistant, Donna, also provides me with consistent, top-rate support.

– Kim H Tan, retired senior insurance company executive
Craig is the most knowledgeable and caring investment advisor I have ever worked with. I'd highly recommend him to any client looking for an expert in the field to guide them and their portfolio.

– James Harrison, mortgage broker
Some three decades ago, I was looking for independent, professional guidance to grow my small portfolio and potential retirement income. Throughout this period, with numerous market fluctuations, Mike and his team have given, and continue to give, dispassionate and insightful investment advice, which has helped provide me with financial security.

– Michael J. Evans, retired institutional commercial real estate asset manager
Mike’s approach to investing, concentrating on proven performers, means I can sleep at night and not be distracted by market gyrations. As well, his assistant, Donna, always executes effectively and on a timely basis. Mike and Donna are a great team in support of my asset growth and preservation objectives.

– Rick Goldsmith, retired big 4 accounting partner
The level of expertise, training, and personable approach Craig and his team offered gave me confidence that a strong investment plan could be created that met my financial goals.

– Sidney Stacey, assistant professor
We’ve worked with Mike and his assistant, Donna, for more than 20 years. As our investment profile and objectives have evolved with life stages and markets, their expert guidance and professional approach to managing the relationship, and protecting and growing the portfolio, have remained trustworthy and have yielded worry-free and quite remarkable results.

– Hugh and Anita Simpson, retired senior executives in Canadian & U.S. financial services
Craig’s work ethic and commitment never ceases to amaze me. Anyone looking to work with his team would not be disappointed.

– Craig Spear, owner/operator of Momentum Fitness Club
I have enjoyed the professional relationship and informative discussions with Craig over the years. He is a true professional and deeply cares for his clients’ needs, and his wealth of knowledge has helped build and protect my wealth.

– Waqas Rana, vice president & chief compliance officer at Old Republic Insurance Company of Canada

Building on your values, working toward your goals

Values-based planning

Goals-based investing

Monitoring, reviewing, and refining

Craig’s approach to listening, gathering information, and his responsiveness are what attracted us to him at the outset, and his consistent and methodical approach to investments has taken our worries away.

Craig and his team have proven to be deeply caring, attentive, and trustworthy. Whatever questions, doubts, or concerns I may have, they always address them quickly and provide me with a sense of peace.

I have been with Mike Eastmure Investments for more than three decades for trusted, solid advice. His assistant, Donna, also provides me with consistent, top-rate support.

Craig is the most knowledgeable and caring investment advisor I have ever worked with. I'd highly recommend him to any client looking for an expert in the field to guide them and their portfolio.

The level of expertise, training, and personable approach Craig and his team offered gave me confidence that a strong investment plan could be created that met my financial goals.

Craig’s work ethic and commitment never ceases to amaze me. Anyone looking to work with his team would not be disappointed.

I have enjoyed the professional relationship and informative discussions with Craig over the years. He is a true professional and deeply cares for his clients’ needs, and his wealth of knowledge has helped build and protect my wealth.

How can we add genuine value to your financial life?