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It all starts with you.
At RBC Dominion Securities, wealth management is a comprehensive
approach to helping you achieve your goals in life. It gives you
the confidence to make sound financial decisions, freedom to live
life the way you want and a clear roadmap for your financial future.
Take a moment to explore what wealth management means at RBC
Dominion Securities:
Personal Advice and Service
Your relationship with us starts with your personal Investment Advisor.
A dedicated professional, your Investment Advisor devotes time to
fully understand your financial situation, life goals and tolerance for
risk when creating a strategy that is right for you.
An Approach Designed Around You
We believe your financial success depends on having a clear idea of what you want to accomplish, coupled with a realistic understanding of what you are like as an investor. We focus on helping you create a long-term strategy appropriate for your situation. To accomplish this, we follow a five-step wealth management approach:
- Step 1: Introduction
Explain how wealth management can help you achieve your goals, and determine if it’s right for you.
- Step 2: Discovery
Gain a deeper understanding of your needs, goals and circumstances to help clarify your financial objectives.
- Step 3: Strategy
Analyze your financial and personal information to match your objectives with time-tested strategies.
- Step 4: Solutions
Develop thoughtful solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Step 5: Service
Review your situation regularly to ensure your financial objectives are being met.
Guidance for Each Stage of Your Life
Your situation changes, financial markets change and the factors
that determine investment success can also change. Your wealth
management strategy needs the flexibility to anticipate and respond to
these changes. That’s why we are committed to guiding you through
each stage of your life to help you meet your objectives:
- Stage 1: Accumulating wealth (Growing assets)
We develop strategies to achieve your key financial objectives, including
planning for retirement, funding a child's education or preparing for a
major purchase.
- Stage 2: Protecting wealth (Maintaining assets)
We help you manage risk to protect your financial well-being, maintain
your independence, enhance your lifestyle and preserve family harmony.
- Stage 3: Converting wealth (Creating an income)
We find ways to reduce your annual taxes and maximize your after-tax
retirement income. We determine which types of income to use and how to
best utilize your assets.
- Stage 4: Transferring wealth (Creating a legacy)
We plan your estate in conjunction with your other advisors. We help
create your legacy for family and charity, while addressing tax
obligations and debts.
Solutions for All Your Wealth Management Needs
Wealth management at RBC Dominion Securities extends beyond investment
advice and money management. We help you protect your lifestyle, protect
and grow your business, manage your nest egg, plan your retirement, educate
your children, create your legacy and more.
We will guide you—and your family—through each life stage
by helping you understand the various financial issues, concerns
and opportunities you face.
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that
are best for you. To learn more, please
contact an advisor today. Or,
ask an advisor to contact you.
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