We follow a clearly defined process - one that helps you grow and protect your wealth.

Step 1 - Introduction 

  • Your story: tell us about you, your goals, plans and concerns

Step 2 - Discovery 

  • Your current financial information (assets, liabilities, tax assessment)
  • Your financial and personal goals

Step 3 - Establishing Partnership

  • Review objectives and sign appropriate RBC Dominion Securities account opening documents
  • Initiate transfer of accounts
  • Receive access to securely view your accounts online

Step 4 - Financial Plan and Investment Strategy 

  • Data gathering with one of our highly skilled Financial Planners
  • Present a plan with several scenarios and options on how to achieve your goals or address your concerns
  • Discuss and select the solutions that are most appropriate for you
  • Structure your investment portfolio in tax and time-efficient manner

Step 5 - Will & Estate Review

  • Estate and tax review by our RBC Will and Estate Consultant
  • Review your current estate documents
  • Discuss how you can protect and enhance the after-tax value of your estate
  • Structure your estate to reflect your legacy
  • Receive a comprehensive report for you to review with your legal counsel

Step 6 - Insurance Review

  • Review your current life and disability insurance needs and coverage
  • Ensure your current protection meets your long-term goals
  • Discuss the option of using insurance as a wealth protection and tax planning tool

Step 7 - Partnership for Performance

  • Work together with your other advisors for best implementation of your financial plan
  • Collaborate with lawyers, tax professionals, bankers for more effective and efficient time and resource management
  • In areas of need, provide referrals to other trusted professionals

Step 8 - Service Plan

  • Ongoing advice
  • Overseeing the financial plan
  • Portfolio reviews

Contact Us

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