With more than 80 years of combined experience, the Komitas-Mastromartino Wealth Management Group of RBC Dominion Securities offers comprehensive knowledge, expertise and services to cater to every stage of the wealth management process. Their mission is to exceed your expectations in todays ever-evolving economic environment by providing superior service and ensuring that the protection of your capital remains the top priority.
When it comes to finances, nothing is ever static not the markets and certainly not your needs. In response to this, the Komitas-Mastromartino team has developed a unique and systematic seven-step process that helps them anticipate changing needs while keeping you, the client, informed and confident about your portfolio.
- The Partnership Profile ReviewAt the Komitas-Mastromartino Wealth Management Group of RBC Dominion Securities, relationships are everything. The team takes the time to understand each client through a thorough discovery process a process that helps them understand your objectives and determine if they are the most suitable team for you. If the fit is a good one, the team will welcome you on board and begin to implement the rest of the process.
- The Vision ClarifierYoull be asked to fill out a questionnaire about your current financial state. Customized solutions will be established based on this document and a financial plan may be created.
Risk Management AnalysisThis process assists you with the establishment of objectives, timeframes, risk tolerance, as well as your need for income, capital growth and preservation of capital. Illustrations of risk and rate of return projections will be provided to you at this stage.
360 Wealth Management OverviewYou will be presented with a comprehensive overview of your financial picture from past to present. This will help you understand investment patterns so that future financial goals can be attained.
The Customized Portfolio SolutionYoull benefit from an unparalleled selection of investment solutions, backed by the teams researchers, in-depth analysis and proven portfolio models.
The Quarterly Report PackageThe Komitas-Mastromartino team handles all the details of your portfolio on an ongoing basis, including asset allocation, performance, income and holding report measurements. If you so choose, the team can email or mail you a quarterly report package to track one or all of your portfolios at any given time. This report may help you adjust or make material changes to ensure your strategy stays inline with your goals.
The Annual Review MeetingThe Komitas-Mastromartino Group of RBC Dominion Securities makes it a priority to keep in touch with their clients regularly and recommends an annual meeting to review accounts and discuss evolving needs, changing markets conditions, and the year in review. At that meeting, or through email if you so choose, they will present you with a year-end capital gains report for you to give to your accountant.