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
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
