Approach to wealth management

Loren Danielson offers a wealth management program that he customizes to help each client reach their financial goals.  He applies the sophisticated planning tools and resources of RBC Wealth Management to a common sense approach intended to minimize volatility and risk. 

Loren specializes in identifying the best income-oriented investments, with expertise in implementing strategies to help protect portfolios in various interest rate environments.  His program helps provide income for retirees while safeguarding their legacy.  It charts a moderate course of wealth-creation for younger to mid-career clients who still are building professional lives and families.

Loren's method

  • Understanding Your Financial Objectives — I begin by meeting with you to listen and to understand your family goals and financial objectives.
  • Gathering Your Current Financial Information — Together, we review your current portfolio as I gather more specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — I analyze all of your financial and personal information to best match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions —I develop and recommend customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.  The result is a well-balanced, diversified portfolio.
  • Providing Timely, Ongoing Service — We continue to work together as I regularly review your personal and financial situation to help ensure your financial objectives are being met.