"I know you have my best interests at heart and that means a lot." D.F.
"I appreciate the explanations and information you readily provide for any transactions relative to my portfolio and, as well, to any questions I have. I am very pleased you are my financial advisor and look forward to many years of your financial guidance." J.S.
Personable, dependable, knowledgeable, approachable and trustworthy are characteristics that come to mind. I would really recommend working with her." M.V.O.
"After the advisors we've had, you are a breath of fresh air and I honestly believe you have your clients best interests at heart, so thanks for that and I am resting better." P.G.
"Thanks for the explanations. You have taught me to be more aware of where my money is being invested. As a client what I see in you is someone that enjoys what she does and cares about each investment and your excitement level is obvious. I think you are actually having fun with your career choice. That tells me you care about what happens to my money. I have never had this level of service from any of my previous investment councilors. So I thank you for that." F.B.
What RBC Dominion Securities offers:
Sound advice based on the most extensive financial research in Canada, with access to analysis from Standard & Poor's and J.P Morgan
Access to a variety of ways that you can grow your money without investing in stocks or mutual funds
Access to over 25 financial insitution's government-insured products (GIC's) so you don't have to shop around to get the best rate
The largest bond inventory in Canada so we can build an income stream for you in retirement
Access to insurance products from all carriers and an insurance expert with 28 years of experience
What it costs:
Probably less than what you might expect. Many people aren't aware of the hidden fees in their investments. All the resources that we offer in terms of expert advice and planning are free services for clients. The yields we quote on fixed income (GIC's/bonds) are net of fees so that you can compare our rates to the competition. Portfolio management fees are either transaction-based (fee per transaction) or fee-based (a percent of the portfolio value). We will determine up front the most cost efficient arrangement for you. Fees on non-registered accounts may be tax-deductible.
Can we work together?
The first step in determining whether I can help you is to meet at either your home or my office. That meeting will give us a chance to get to know each other and to see if we are a good fit for each other. If you bring your statements along I will also be able to give you my thoughts on your current portfolio and areas that may be improved upon. There is no cost for this meeting and no commitment is expected. My desire is to create lifetime relationships so I am quite careful about whom I take on as a client and I hope that you are equally careful about whom you take on as an advisor.
My financial qualifications:
Bachelor of Science in Commerce, Santa Clara University, California
Master of Business Administration, University of BC
Canadian Securities Course with honours, Canadian Securities Institute
Conduct and Practices Handbook Course, Canadian Securities Institute
Canadian Insurance Course LLQP, Canadian Securities Institute
Life and Accident and Sickness Insurance Agent, Insurance Council of British Columbia
Wealth Management Essentials Course, Canadian Securities Institute