Where is your financial future headed?
Somewhere along the way, you may feel that you've gotten off track. You may wonder if your goals and your tolerance for risk have really been taken into account. Part of you might feel anxious about being able to retire with the lifestyle you expect.
You're not alone. At RBC Dominion Securities, we hear concerns like this every day:
I have many advisors and not one of them understands all aspects of my business and finances.
By gaining more in-depth knowledge of your life and with planning as our cornerstone, we'll help you fully co-ordinate and integrate all aspects of your financial affairs - planning, tax, estate, retirement and risk management.
I don't hear from my advisors very often. I wonder if they're really paying attention to my portfolio.
This is most common reason for clients to seek change. Communication is our business. It's in our DNA. With your input, we'll develop a detailed service plan and commit to it - in writing.
I'm worried that the recent financial crisis has ruined my ability to retire with the lifestyle I expect.
You're not alone. Many investors caught in a market downturn have the same concern. We can get you back on track. Our primary objective is to understand your goals and help you meet them. In face-to-face meetings, we use open and effective questioning to become truly aware of what is important to you and what you need to accomplish. Then we come up with a plan to help you get there. You'll sleep better knowing that you're headed in the right direction.
My investments are spread out all over. I get conflicting advice. I have difficulty measuring my results.
It is possible to be over diversified. We are simplifiers and consolidators. We help investors develop realistic goals, which are put into writing. Your documented goals are then used as a framework for monitoring, and measuring your financial progress and achievement.
My finances are complicated. I feel that no one understands them all.
Equities, bonds, GICs, mutual funds, options, discretionary pools, alternate/hedge funds, segregated funds, real estate investment trusts, commodities and financial futures - with a network of experts at our disposal, we can advise on them all, and more.
I'm concerned about the financial health and reputation of my investment firm. How do I know they're going to be around for a long time?
That's perfectly understandable. We are Canada's leading investment dealer and have been advising Canadians since 1901. We're a wholly owned subsidiary of RBC Royal Bank, manage over 147 billion dollars in assets. RBC operates in Canada, the US, and in 53 other countries. We have a platform of experts second to none. We also have some of the most stringent compliance regulations in our industry.
If you want to take a different look at the way your assets are managed, we would be happy to help.
Tell us about your greatest financial challenges.
We will review your needs and Warren will contact you to discuss appropriate next steps.