Dan Camarigg

I take the time to learn about you.

Value Statement

As a Financial Advisor at RBC Wealth Management, I provide clients with three basic services:

• I help increase income, build wealth, and lower taxes.
• I pride myself on building close personal relationships with my clients. By knowing each client’s individual situation, I am better able to help them meet their financial goals.
• I enjoy educating my clients and their families about the benefits of long term investing. As educated investors, my clients learn to ignore short-term market volatility, and focus on the benefits long-term investing.

Approach to Wealth Management

Through close and consistent communication, I tailor an investment strategy that fits each client’s current and long term investment goals. My process includes:

• Understanding Your Financial Objectives — I listen to you in order to gain an understanding of your long term financial goals.
• Gather Your Current Financial Information — Together, we gather specific information on your financial picture.
• Recommend Suitable Investment Options — Based on your financial goals, your past investment experiences and the current economic and market situation, I will build a portfolio that you are comfortable and confident in owning. I will always explain why each component of your portfolio is timely, and why I believe it is suitable for you.
• Providing Timely, Ongoing Service And Advice — As your portfolio and personal situation evolves, I will give you consistent updates on performance and new suitable investment opportunities that will help you meet your financial objectives.

Global Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »