Somerville Wealth Management serves as the central figure to strategically manage the four key areas of financial wealth: accumulation, preservation, protection, and, ultimately, transferring. When you and your family partner with our team, you receive a customized wealth management plan that extends beyond the allocation of your assets. We literally create a map of your financial picture so that we can determine exactly where your needs lie. Our team meets with you and your family to build clarity throughout the planning process as we evaluate each step necessary to achieve your goals.
Comprehensive Wealth Management
Our priority is to help you achieve your financial objectives. Professional Wealth Management is an approach designed to help you prioritize financial objectives and identify strategies to accumulate, protect, convert, and transfer your wealth.
How We Create Your Financial Picture
Although each portfolio is different, every portfolio is provided the same amount of attention so that results are in line with the clients expectations.To provide a tailored plan, we follow a proven disciplined five-step process. Your wealth management plan may include: investment solutions, financial planning, tax-efficient strategies, insurance solutions, and Will and estate planning.
Our Five-Step Process
A disciplined process is the key
The five-step process keeps you on-track to achieving your goals and keeps us all focused on what’s important – helping you live life the way you want. This approach is the key to how our team manages relationships and our clients’ wealth.
Step 1: Introduction – We will introduce you to the wealth management services we provide, not just during our first meeting, but also on an ongoing basis as your needs evolve.
Step 2: Discovery – Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
Step 3: Strategy & Solutions – Next, we create your personalized portfolio that outlines the time-tested strategies we will employ to help you bridge the gap between today and where you want to be.
Step 4: Financial Assessment – Once your investment strategies are in place, we create a fully integrated financial plan that incorporates long-term financial goals, estate planning needs, business planning strategies and risk protection strategies.
Step 5: Service – We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
The expertise of Canada’s leading wealth management provider
Through Somerville Wealth Management, you have access to the resources and expertise of RBC Dominion Securities – Canada’s leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.
Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs. In addition, a wide range of financial resources is available through our partners at RBC.