I spent my business career in the financial services industry primarily in a leadership role and continue to act as an industry consultant and executive coach. I decided to move my personal portfolio to Ron Wilcock for a number of specific reasons.
Firstly, Ron is an excellent listener. He is both empathetic and effective in carefully listening to understand my objectives. He takes notes and then follows through with appropriate recommendations.
Secondly, Ron is modest. Unlike many in his industry, he does not “over promise “. He follows an approach of using the RBC DS Guided Portfolios to construct my portfolio in a manner consistent with my goals, objectives, risk tolerance and time horizon. He combines the best of a large institutional research capability and personalized attention to client needs.
Finally, while being very professional he is always personable. His weekly updates from RBC DS on the market are always delivered with some personal commentary about the KW community and events/activities in his life. Ron is at the right life stage to have personal maturity while still being an active student of his industry. As a husband and a father of five adult children he understands the needs and objectives of the different generations within his client base.
I have referred friends to Ron and like me they feel comfortable to ask him any questions concerning investments and financial planning and have found him to be extremely helpful to them.
Jack
