At Mitchell Wealth Management of RBC Dominion Securities, we work exclusively with high-net-worth families to create personalized investment portfolios and provide all-encompassing wealth management advice.
We begin by gaining a thorough knowledge of your background, family, hobbies and overall core values. Understanding your unique situation, needs and goals is the most important aspect of our approach.
Next, we meticulously construct your customized wealth strategy using best-in-class financial solutions and services. In implementing this strategy, we are with you every step of the way, working hand-in-hand with your accountants, lawyers and bankers, as needed.
On an ongoing basis, we review your investment portfolio and overall wealth strategy to ensure that you are always on track to meet your evolving goals. Our process offers you complete peace of mind knowing that your finances are being properly and personally cared for.