Boschman Wealth Management Group
of RBC Dominion Securities
Money and wealth are personal. Wealth management should incorporate and nurture security, confidence, and trust - values that evolve naturally out of our dedication and commitment to excellence in our industry. Our goal is to establish life-long relationships and help guide your wealth in a way that enables you to achieve your life goals.”
Planning your financial future has become more challenging in recent years, as both the global markets and the number of financial instruments have become increasingly complex. We understand these challenges and have created solutions to provide our clients with confidence that they are on track to meet their financial goals.
Personalized Investment Solutions
You are unique, with your own priorities, goals, risk tolerance and vision of what you would like your future to be. By taking the time to fully understand where you are today and where you want to be, we create truly personalized investment solutions, and do so with the utmost professionalism and care.
Our client base is made up of a carefully selected group of individuals and families who benefit from our high-net-worth wealth management strategies. This enables us to deliver unmatched personal attention and dedication to each relationship. Working with our clients on a personal, one-on-one basis allows us to develop strong relationships with each of our clients. Those relationships, in turn, provide us with the in-depth understanding of their needs, as well as the level of trust required to actively manage their portfolios and make thoughtful decisions in the face of today’s often overwhelming markets.
Our customized service plan ensures that our clients receive the level of communication, contact and education they desire. Maintaining a high level of communication has been one of the cornerstones of our far-reaching success at the Boschman Wealth Management group.
One of the most important messages we’ve been able to share with our clients is that investment decisions should not be impacted by short-term market events. Having a well-defined process in place and the discipline to stay focused and on course through adversity, is key to long-term investment success.
By choosing the Boschman Wealth Management group at RBC Dominion Securities, you benefit from the breadth and stability of large global organization while maintaining the personal connection and accountability of a highly experienced local team.
We truly appreciate the confidence placed in us and work diligently to continue to earn our clients’ trust each and every day.