Your Plan and Our Advice – Building Your Future Together

We are a team of professionals committed to providing a financial master plan to our clients that encompasses sound advice, thoughtful and thorough planning with a focus on results.

We help a select group of individuals, families and institutions to build, manage, protect and transition their wealth. Our process starts by “Listening to You”. Wealth Management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals, and to allow us to provide the best possible advice and build your personal roadmap, we listen carefully and take the time to really understand your needs and goals.

The Nass Rae Wealth Management Group has over 50 years of experience and manages over $500 Million in assets. Our services are designed for business owners, senior executives & professionals, retirees, well established families and Family Office structures who require professional assistance managing their wealth.

Putting Your Interests First

We believe in placing your best interests first. Therefore, we are proud to commit to the following five principles:

  1. We will always put your best interests first
  2. We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional
  3. We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts
  4. We will avoid conflicts of interest
  5. We will fully disclose and fairly manage, in your favour, any unavoidable conflicts

I was very impressed with Sandra Nass the first time that I met with her. This was very soon after she and Alan Rae started working together and I particularly appreciated her approach during the meeting. It was much more thorough than the “hello-nice-to-meet-you” session that I was expecting. Although she was obviously very familiar with my file, she took nothing in it for granted and questioned me as if I was a new potential RBCDS client.

She could have just asked Alan for his personal opinion and impressions about me, but instead she took the time to ask me directly about my present situation and my future plans, and then make her own judgements. She made a few suggestions as to possible changes we could make and they all made perfect sense.

Not only does she seem to understand the big financial picture very well during these complex times, she was able to relate her overall philosophy to my particular, relatively simple, circumstances.

Although I have always felt confident with the advice and guidance of Alan, I think I feel even more confident now that he and Sandra are working together on my behalf.

Gary Otte