Investment Discipline

Khoddami Wealth of RBC Dominion Securities uses an institutional style investment process combined with transparent fee-based approach to provide clients with flexible and customized investment solutions. 

Wealth Management Process

  • Comprehensive needs analysis and discovery
  • Liaise with wealth management experts, including tax and legal professionals, as and when needed
  • Preperation and presentation of detailed investment and wealth proposals
  • Farshid and client complete Investment Policy Statement defining agreed upon investment parameters
  • Diana initiates clients onboarding experience
  • Implementation of the client service plan

Client Experience

  • Scheduled face-to-face review of investment portfolio on a semi-annual basis
  • Quarterly summaries with commentary
  • Regular contact and updates by telephone
  • Team members easily accessible at all times for client requests
  • Additional actions as needed to ensure that the client experience is at all times superior and in line with client expectations

 

Recent Posts

More but less

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Quarter-century crossroads

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

If there are people you care about who might also value our work,
please have them give us a call.

Farshid Khoddami, CIM

Senior Portfolio Manager

Phone Number604-981-6608
|
Email me

Sherry Paydar

Associate

Phone Number604-981-5007
|
Email me