With more than 30 years of financial and investment experience, the Strauss Rom Strategic Wealth Management Group of RBC Dominion Securities is an accomplished team with an exceptional reputation; a reputation measured by its clients' success. However, it is the unique combination of experience and technical skills that makes this team so powerful and truly a leader in the wealth management business.
Ronnie and Mel have achieved many of the highest qualifications within the investment, financial planning and risk management fields. This includes a Charter of Strategic Wealth Management from the Canadian Securities Institute, a Fellowship of the Canadian Securities Institute, a Certified Financial Planner as well as a Fellowship of the Faculty of Actuaries.
Other professionals also play a critical role in the service offering. The team's dedicated Will and Estate Consultant, Financial Planner and Insurance Specialists all come together to provide a comprehensive and holistic wealth management package for clients.
Together with the support of two full-time and experienced administrative assistants, the team manages its clients' finances skillfully and thoughtfully, never underestimating the integral role it plays in their family's financial future.
Risk Management Expertise
The Strauss Rom Strategic Wealth Management Group of RBC Dominion Securities recognizes that in the business of wealth management today, the emphasis is shifting to focus less on rate of return and more on managing risk. Many other advisors claim that they can manage risk, but all too often these words have little or no substance. When the group says it manages risk - it means managing it from an actuarial perspective. An actuary is a business professional who has specialized skills in dealing with the financial impact of risk and uncertainty.
The Strauss Rom Strategic Wealth Management Group of RBC Dominion Securities understands that the future is full of uncertainty and that some of the events that can happen are undesirable. "Risk" means different things to different people, but to Ronnie and Mel "risk" simply means the possibility that an undesirable event will occur. So to help their clients, the group has developed tools that go to great lengths to:
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Identify and understand the potential risks clients face;
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Quantify the impact of these risks; and
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Design creative ways to reduce or eliminate some of these risks and decrease the impact of undesirable events should they occur.
