Process
OUR DISICPLINED PROCESS IS THE KEY
To ensure each client relationship benefits from the services of our “True Wealth Management Approach”, we have developed and follow a disciplined five step process. This process keeps us focused on doing what is best for our clients and our practice. We specialize our knowledge and expertise to match the needs of high-net-worth individuals and families.
FIVE-STEP PROCESS
1. The Ideal “FIT”
We meet to determine if the specialized services of the Saunders Wealth Advisory Group of RBCDS are the right "fit" for your needs. If there is an agreement of a "fit" we embrace you as a client and begin the next step..."discovery".
2. Discovery. “Getting to know YOU”
We uncover your needs, goals and circumstances as related to your wealths' considerations. This is accomplished through discussion and the gathering of pertinent documentation.
3. "Big Picture" View and Proposal
We present our view of your current financial and personal situation. We offer recommendations of creative, tailored solutions that best match your needs and objectives.
4. Implementation
Our team puts your custom-designed plan into action …one step at a time. This includes: developing and executing an Investment Policy Statement (IPS) and matching the right experts from legal, accounting and banking industries to your needs. We play the lead role in co-ordinating and attending many of these meetings with and for you, our client.
5. Proactive Reviews
We schedule timely reviews to make certain progress continues. As your circumstances evolve, proactive reviews ensure we uncover and present appropriate solutions.
