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Developing a Plan: Our relationship with a client starts with the development of a customized, comprehensive plan designed to achieve your long term financial and lifestyle goals. As part of this plan, we cover the investment, insurance, tax and estate planning aspects of every client. Knowing that personal or investment strategies may change along the way, this plan is monitored and reviewed by Richard annually.
Scope of Advice: As our client's Chief Financial Advisor, we co-ordinate the activities of professional advisors such as tax accountants and estate lawyers.
Investment Philosophy: Every person and business is unique; a professional and thorough approach to determining financial needs and goals is needed. We know the importance of listening to you and understanding your specific situation.
RBC Dominion Securities is a "full-service" investment dealer.
For us, full-service means giving you our full attention and utilizing our professional expertise to:
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Manage all your investment needs
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Create and maintain a life-long personalized investment strategy
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Custom-tailor investment recommendations specific to your personal circumstances
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Undertake practical estate and retirement planning services
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Access the complete range of investment alternatives
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Access the many proprietary investment services, insurance services and research found only at RBC Investments
UPDATE ON GREECE
Greek PM Papandreou surprised everyone – even his own government – by
announcing plans for a potential referendum on the second bailout package agreed at
last week’s Euro Summit. The implications are significant – and not just a ‘domestic
issue’ for Greece. Short-term uncertainty and risks have increased, early elections could
take place, and a possible hard default on Greek debt is back on the table less than a
week after it had been ruled out. This move calls into question the entire European
response to the crisis and is likely to place additional pressure on other peripheral
countries, especially Italy.
Please click on the link below to read a summary prepared by RBC Capital Markets, summarizing the situation in Greece and the risks ahead.
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Month-in-Review:
December 2011
Financial Planning Checklist for Seniors
Bringing Discipline to Your Equity Portfolio
Professional Wealth Management Roadmap
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