Our Process

At MacDonald Wealth Management of RBC Dominion Securities, we employ a five-step integrated wealth management process to shape and customize the relationship that we have with you. This allows us to stay on track and ensure that you are able to reach your personal financial goals.

1. Introduction: This is a chance for you to get to know us and the investment and wealth planning services we provide. It also helps us understand what is important to you and ensure that we can add value to your personal situation. 

2. Discovery: We take the time to get to know the financial circumstances of the individuals and families that we work with. We listen to you to gain a deeper understanding of what needs, goals and aspirations you and your family share. This process allows us to focus on what is most important to you. 

3. Strategy: Our team of professionals will evaluate your objectives and match these with our knowledge of financial markets and proven wealth planning strategies. We will shape a strategy that fits with your personal circumstances to help you reach your financial and life goals. This includes the development of an investment policy statement (IPS), which is the blueprint for the management of your investment portfolio, as well as what financial, estate and tax strategies are best suited to your needs.

4. Implementation: We build your customized investment portfolio based on our agreed upon specifications and begin the necessary steps to implement your personal wealth planning strategy.

5. Ongoing Management and Review: We monitor your progress on an ongoing basis and provide regular updates to ensure we are on track to meeting your goals and keeping up with your changing needs. We provide a comprehensive quarterly performance summary of your total portfolio so you always know where you stand relative to your objectives.