Wealth management is a comprehensive approach to achieving financial and life goals. It extends beyond investment advice and money management, encompassing lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.
Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, we will be there as a personal guide.
With the wealth management approach, Jamie helps, individuals, families and health care professionals:
Bringing the big picture into focus at each life stage
Getting the right investment advice is a key part of managing wealth. But it’s just one part of a bigger picture. Managing finances, minimizing taxes, planning for retirement, or structuring an estate in a tax-efficient manner may also be required.
Because these various aspects of managing wealth are all interconnected, we will create a total, coordinated wealth management strategy that addresses the financial concerns at each stage of life:
Accumulating wealth – growing assets for future goals like retirement.
Protecting wealth – maintaining assets to protect financial well-being.
Converting wealth – creating an income stream to live an ideal retirement lifestyle.
Transferring wealth – creating a lasting legacy for family and other beneficiaries.
Through Jamie, a wide range of wealth management services is available, including financial planning, Will and estate consultations, insurance-based wealth preservation, tax-minimization strategies and charitable foundation creation. To ensure proper coordination, Jamie works in consultation with other professional advisors, such as accountants, lawyers and private bankers.
Thank you for your interest in wealth management at RBC Dominion Securities. For more information, or to schedule an appointment, please contact Jamie at 250-729-3249 or firstname.lastname@example.org.
RBC Dominion Securities | #101-5050 Uplands Drive, Nanaimo, BC, V9T 6N1 | Fax: 250-729-3272 | Toll-free: 1-800-661-4484