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Acting as a fiduciary and friend, we take an integrated approach to managing your wealth, ensuring that each and every piece of your financial picture works in harmony with the rest. Our all-encompassing service can be broken down into three core components:
In order to successfully plan your future, we first have to discover where you currently stand. We’ll conduct a complimentary portfolio review, identifying any gaps and determining how we can best meet your needs – now, and in the future.
With the help of myGPS™, RBC Wealth Management’s proprietary planning tool, we’ll propose time-tested investment strategies and solutions that integrate your unique goals, future income requirements, and estate planning needs.
Our customized, discretionary approach allows you to sit back and relax as we put your portfolio into action. We’ll also introduce you to our esteemed partners at RBC Wealth Management, including Will and estate specialists, accountants, and more.
We’ll give you a detailed breakdown of where the hard-earned money you invest is actually going – including any fees that are paid to our team.
Rest assured that we’ll never take undue risks with your money. Our disciplined process focuses on ensuring your peace of mind before anything else.
Our empathetic, compassionate team focuses on client education, empowering you to fully understand your wealth and the complexities of investing.
Your portfolio selections are informed by RBC’s independent Portfolio Advisory Group, third-party research, and Daniel’s decades of industry experience through changing market conditions.
We pride ourselves on creating a compassionate, supportive environment that puts your needs – financial and otherwise – at the forefront.
We have the expertise to help you reach them.
