No matter your wealth wants and needs the Pringle Group of RBC Dominion Securities can help you reach your aspirations with a full range of wealth and investing solutions.
How the Pringle Group works
Step 1 – Build a relationship
Establishing a direct professional relationship between client and Portfolio Managers is integral to the Pringle Group offering. And so, the first step is always a warm invitation to our office to meet our team and trio of CFA portfolio managers – Tony, Caroline and Bill. We’ll work to understand your wants and needs, explain our investing and wealth management process, and gladly answer any questions you may have.
Step 2 – Invest towards your goals
After getting to know you, our team will discuss your unique circumstances, potential opportunities and risks, and work with you to develop an Investment Policy that fits your risk tolerance and goals. Following this, you remain actively involved in setting goals, objectives and comfort with risk while our team takes care of the day-to-day tactical decisions.
Our first rule is to protect our clients’ money. By actively adjusting your asset allocations, we’re in a position to thrive when markets correct. We tailor-make your portfolio with direct holdings in individual stocks and bonds that have been carefully researched and selected by our team of CFAs. Our analysis begins by first looking at the big picture: What are the current economic, industry, geopolitical trends? What’s next? We then deep dive into company specifics, which involves analyzing a company’s financial stability, market share, products and services, profit & loss, organizational culture and much more. Ultimately, we aim to invest in high-quality companies that are trading at a decent valuation.
Step 3 – Consider other wealth solutions
Reaching your goals often requires a blend of strategies to minimize taxation, provide sufficient retirement income, safeguard your wealth, and provide for the effective transition of assets between generations. That's why we’ve partnered with a team of financial, taxation, insurance, banking and legal professionals to uncover opportunities, create a plan, and, ultimately, help you reach your goals.
Step 4 – Adapt and adjust
Open communication informs us of your wants and needs as they evolve, so we know exactly how to adjust your investments and which wealth solutions are suitable for your wealth goals. Our trio of CFA portfolio managers answer their own phones and are always happy to help you with whatever it is you need.
If you would like to learn more about how the Pringle Group can help you on your wealth journey, please don’t hesitate to contact us to set up a complimentary review.
