The Vanessa Stenner Group of RBC Dominion Securities

• Preserve and judiciously optimize your capital with a well-crafted, customized Wealth Management Plan for your family, business or charitable organization.
• Leave no stone unturned with a comprehensive suite of wealth management services, including investment management, financial planning, Will and estate planning, insurance-based wealth protection.

Who we do it for

• Busy pre-retirees such as professionals, executives and entrepreneurs who recognize their need for intensive, professional management of their assets.
• Retirees looking to maximize their retirement income while ensuring the longevity of their savings.
• Families concerned about reducing their tax burden, planning their estates and transferring wealth to the next generation efficiently.
• Charities and other organizations seeking professional investment management that fulfills their fiduciary obligations.

How we do it

• We start by taking the time to understand your individual needs at an intimate level, so we can identify the particular solutions you need.
• From there, we design your personal Wealth Management Plan, including your core investment portfolio and complementary services.
• Next, we put your Plan into action, drawing upon the vast and resources of RBC and coordinating with your other professional advisors, such as bankers, lawyers and accountants.
• You receive regular progress reports through one-on-one communication, scheduled reviews, account statements and online account access.
• We oversee and retune your Plan as your needs change over time.