As a Client
When working with our professional wealth management team you will benefit from our rare combination of finance and accounting experience, and enjoy the very best in close, personal attention.
With unencumbered access to world financial markets, many clients enjoy having the ability to design their own investment rules and business policies, making each relationship a truly customized experience. In particular, we can help you with:
· Investment and portfolio management
· Writing your Investment Policy Statement
· Practice management
· Will and estate planning
· Insurance advice and business succession planning
· RSP, IPP, RCA, RIF, LRIF and pension planning
· Trust formation
· Charitable giving
· Tax planning
· Risk management
· Investment research
· Trading
· Socially Responsible Investment Mandates (SRI)
Investors who demand a Total Wealth Management approach benefit the most from our services. This means they view their financial plan as an integrated whole instead of as isolated parts, and they prefer full disclosure from the start - involving the other professionals they work with when required.
Clients who choose our practice share our philosophy that only dedicated, purposeful investors build lasting wealth. This means they are serious about creating a thorough Investment Policy Statement, and are committed to sticking with it over the long term. This provides crucial guidance in volatile markets and ensures that everyone is on the same page when important decisions need to be made.
Finally, our services are best suited for the busy professional; those who appreciate knowing that a senior professional team is constantly looking out for their best interests, and who are happy to negotiate a fair price for such a service. As a promise to clients, we have pledged that our practice will never exceed 200 families, and our staff will always be available on an as-needed basis. This guarantees a level of service that is unique in the industry, but also means that not all potential relationships can be accepted.
If you believe you require a level of full service wealth management where our team would add value, please contact us at nicholas.flemming@rbc.com for a private introduction and to discuss fit.
