Client Profile
Ronnie and Mel view their clients as an exclusive group of individuals, across many diverse backgrounds, cultures, ages and professions. Despite these differences, each client shares one common characteristic - an appreciation of complete strategic advice and the entire net-worth discussion.
Whether you are a young successful entrepreneur, a sophisticated business executive or a retiree with accumulated wealth, this team can provide a solution tailored to your specific needs. The Strauss Rom Strategic Wealth Management Group of RBC Dominion Securities understands that each client has a unique set of needs:
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You may have the majority of your net worth tied into your company and you are seeking ways to diversify your assets;
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You may be looking to protect your capital and reduce the volatility in your portfolio;
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You may have charitable intent and are looking for ideas on how to best accomplish this;
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You may be looking to transition assets into a secure, taxefficient income stream;
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You may be looking to reduce taxes and increase the value of your estate; or
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You may be in the fortunate position that you require your own personal "CFO", someone who understands your entire wealth picture and can consolidate reporting and develop strategies to minimize risk in your overall portfolio and complement positions you already have.
These are just a few of the many situations Ronnie and Mel encounter. It is because their clients have such diverse and unique financial objectives, goals and risk preferences that they can deliver a level of personal attention and service that exceeds industry standards.
