Our proven and disciplined investment process helps remove the guesswork and emotion from Investing by choosing the right investments to fit your personal financial goals
•Our Smart and progressive investment strategies focused on wealth protection, tax minimization and the efficient transfer of assets to the next generation
•We handle all the investment details on an ongoing basis,l make the day-to-day investment decisions on your behalf; takes advantage of timely investment opportunities, respond to and anticipating the changing market and economic landscape quickly and strategically .
•Personalized financial plan provides the “road map” required to achieve your of life's financial goals
•Smart and disciplined investment process takes the guess work and emotion out of investing
•Advisor managed solutions take care of the day-to-day investment management, so you don’t have to
•Personal attention by a dedicated Investment Manager, accountable for investment decision-making and performance
•Personal “Financial Quarterback”- Strategic and coordinated investment solutions that incorporate progressive tax minimization, investment and estate planning strategies.
•Transparent, high value and cost efficient fee for service (no hidden fees or costs; all inclusive); enures interests are aligned
•Customized reporting and performance information as required
•Online access to your accounts thorough DS online App as well as access to timely market information and stock research.
Recognized as one of most successful advisory teams at RBC Dominion Securities, the Solomon Wealth Management Group provides clients with leading-edge, tax-efficient solutions build wealth, preserve capital and effectively transfer wealth to the next generation.•Smart and progressive investment strategies focused on wealth protection, tax minimization and the efficient transfer of assets to the next generation
Leading the Solomon Wealth Management Group is Richard Solomon, who works collaboratively with successful professionals (executives, business owners and entrepreneurs), wealthy families and those who have experienced significant changes in their personal lives. In particular, he takes a conservative approach to preserving capital and enhancing returns through effective tax-minimizing solutions.•Think of our team as your personal “Financial Quarterback”, we strategically co-ordinate with your other personal planning advisors (lawyers, accountants etc.);
Our full service investment management solutions takes advantage of timely investment opportunities because your approval is not required for every single transaction.lients of the Solomon Wealth Management Group find confidence in Richards unique 4S Process, an approach that empowers them to achieve their unique wealth management objectives.We handle all the investment details on an ongoing basis . We will make the day-to-day investment decisions on your behalf respond to and anticipating the changing market and economic landscape quickly and strategically