Our wealth management process Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Our wealth management process follows eight steps to ensure we get to know you and your goals and put forward the wealth management strategies that will help you achieve what matters. 1. Discovery: To gain a clear understanding of your goals. 2. Financial planning: We’ll conduct a customized analysis of your financial situation. 3. Will & estate review: We can help you address your estate planning concerns and next steps. 4. Insurance review: Insurance-based solutions to help you protect what you have worked to build. 5. Investment policy statement: We’ll design an investment strategy to achieve your goals. 6. Investment proposal: We implement your investment strategy within your custom-designed portfolio. 7. Ongoing communication: You will receive regular updates, including a quarterly statement, annual tax package and secure access to DS Online. 8. Regular reviews as your needs and the markets evolve.
An all-encompassing wealth management strategy
For more information, please contact us today.
At RBC Dominion Securities, we don’t just offer investment advice. We empower our clients through a proven, all- encompassing wealth planning experience. Through our partners at RBC you have access to a full range of financial services, including personal, business, and private banking.
The Smith Team of RBC Dominion Securities 602 - 134 Kent St P.O. Box 276 Charlottetown, PE C1A 7K4 902-628-1264 | Fax: 902-566-1569 Toll free: 1 800-463-5544 www.david-smith.ca
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2023 RBC Dominion Securities Inc. All rights reserved. 23_90288_AS7_007
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