Recognized as one of the leading investment teams in Sussex, Whitters Wealth Management & Financial Planning of RBC Dominion Securities provides a comprehensive range of wealth management services designed to your unique specifications.
In order to determine your investment needs, it is important to understand the various financial issues, concerns and opportunities you face. To do so, Bob and his team will create a personalized Family Snapshot for you and your family.
The Family Snapshot allows Bob to evaluate your current financial strategy and find out if it is on track to meeting your long-term financial needs. It provides an overview of your family situation, main goals or concerns, net worth and cash-flow situation.
Bob can then create a personalized wealth management report, which highlights relevant tax, estate and retirement planning strategies which may apply to your situation, and a financial projection overview which uses your current situation to project your financial, retirement and estate situation and evaluate your life insurance needs.
Based on your indicated needs and preferences Bob can provide his trademark consultation and advisory approach. With the Family Snapshot created, Bob can work with you to map out the strategies that will help you achieve your goals.
Find out how customized solutions can bring you closer to achieving your financial aspirations. Contact us for a complimentary consultation.