Selecting a financial advisor is a critically important decision–one that can dramatically affect your future. Whether you are able to afford your child's education or retire comfortably will depend largely on the assistance you receive in planning for these goals.
A good financial advisor will get you started by helping you define your objectives and determine your comfort level of risk and return. Your circumstances and needs are unique, and the advice you receive needs to be personalized for you.
Partaker Wealth Management offers the individualized, careful counsel you need to help you reach your goals. We offer prudent advice, a wide range of investments that will make your goals a reality, and individually tailored financial plans.
We follow a conservative, balanced investment strategy. There are no get-rich-quick schemes and no “hot tips.” We provide balanced, insightful and experienced recommendations for long-term investment.
Partaker Wealth Management is comprised of one experienced Investment Advisor, an Associate Wealth Advisor as well as senior support staff. With our wide range of specialized knowledge, you have access to comprehensive advice on any topic. Our knowledgeable advisors are backed by specialists at RBC Dominion Securities who can provide additional counsel for all issues affecting your financial future.
All members of our team are fully accredited Investment Advisors and Financial Planners, plus have certification as Level II Insurance Representatives. RBC Dominion Securities is backed by the Canadian Investor Protection Fund. Of course, we are bound by a strict code of ethics, both professionally and personally.
We offer a number of value-added services for our high net worth clients, many of which are included as part of our services.
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Partaker Wealth Management partners are employed by RBC Dominion Securities Inc., part of the RBC Financial Group, wholly owned by the Royal Bank of Canada. RBC Dominion Securities is Canada ’s largest full-service investment advisory firm with more than $180 billion in assets under administration. DS is trusted by more than 400,000 clients worldwide. For over 100 years, the expertise, reputation and personalized approach of RBC Dominion Securities Inc to wealth management and investment portfolios have created lasting relationships with our clients.
Voted "Canada’s Most Respected Corporation" four consecutive years in an independent KPMG/Ipsos-Reid survey, RBC Financial Group boasts more than 14 million clients worldwide and $1.6 trillion in assets under management.