Our Investment Approach
To ensure that we always act in your best interests, Yan Wang follows a meticulous five-step process. This process balances your desire for freedom with your expectation for excellence:
- In-depth discussion about your investment goals
Yan will work with you to discuss your unique needs, investing time horizon, tolerance for risk, and more. Considering all these factors, Yan will recommend an ideal asset-allocation model for your portfolio.
Based on your ideal asset-allocation model, Yan will select an appropriate combination of investments (Mutual funds, Stocks, ETFs. Bonds, etc.) for your portfolio. Virtually every type of investment is available to meet your needs. In selecting appropriate investments, Yan combines an understanding of overall global economic and market trends with fundamental research from RBC's senior economists, portfolio strategists, and research analysts.
Your portfolio is customized to your needs; whether you are looking for growth, income, or capital preservation. It can also accommodate your individual tax needs, and any investment restrictions, if you wish to invest in a socially or environmentally responsible fashion.
Yan will work closely with you on all aspects of your day-to-day investment decisions to suit your everyday needs. Whether it is a trade you want placed or a sector you want more exposure to, Yan is able to tailor your investments so that you may meet your future goals.
- Adjusting your investment strategy
Yan will also meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
- Keeping you informed of your progress
You will receive a monthly/quarterly account statement that details the activity in your portfolio and provides the current market value of all your positions. In addition, you can receive a quarterly rate-of-return calculation. You also have access to your accounts and timely market information through our online services.
