Proper management determines wealth. Wealth determines lifestyle.

We begin by discussing your financial goals, existing lifestyle, investible assets and future directions, so we may learn what is important to your. Here are the steps we use to understand and enable the lifestyle you are looking for.

  1. The Lifestyle Direction - We work together to draft an understanding of where you wish to go and use this to guide us to make investment decisions.

  2. Direction & Recommendation - Here we create a financial outline based on the factors we have determined from the previous meeting. we will explain our solution in detail so you will know the reasons behind each recommendation.

  3. Managing Your Portfolio - On a day-to-day basis, we will make investment decisions within the guidelines established in the direction you have provided.

  4. Independent Monitoring & Review - Your portfolio will be regularly monitored by RBC's Portfolio Implementation and Risk Management group to ensure you enjoy an optimal level of comfort and allow your investments to be managed in your best interest.

  5. Wealth Review - As changes occur in one's life, we can make the necessary adjustments to your financial portfolio. We will meet with you at a minimum of twice per year to discuss the current progress and future projection of your financial direction.

  6. Clear Client Communication - We will provide a clear monthly account statement that details the activity in your portfolio and provides the current market value of all your positions. Should you have any questions or concerns, our lines of communication are always open.