In todayís world, itís no wonder that many people are so anxious about investing decisions. With 24/7 news flow, strategies that seem to change on an hourly basis, and the high volatility we experience in world markets, true wealth management is more complicated than ever before. In addition to investing, there are other key issues to consider; taxes, financial plans, insurance, estate planning, transfer of wealth, business succession, divorce, retirement, wills, mandates, trusts; and the list goes on and on. Through our Wealth Management Process, we help our clients make sense of all the confusion, help prioritize the issues that affect them most, and then craft the appropriate solution.
The process of Wealth Management is HOW we tie it all together. Quallenberg Wealth Management specializes in understanding our clientsí needs, and then surrounds them with the best specialists and advice, available through the breadth and depth of resources available through RBC Dominion Securities. Most importantly, we listen, and help to uncover the important issues that our clients face; most often, those issues they didn`t even realize affected them.
To many, Wealth Management is just a tagline. To us, itís what we do for our clients, every day.