Let us help you grow more than wealth


Welcome

I work closely with a select group of clients in the management of their financial needs. I lead a team of specialists as we advise and guide our clients in the implementation of customized wealth planning strategies. Our goal is to simplify the financial aspects of our client’s lives as we work to make this part of their life more manageable in good times and when times are less certain. Everyday we strive to earn being our client’s first choice in wealth management.

Investment philosophy

We follow a disciplined, asset allocation-based approach to investing. It is our belief that proper diversification is the most important aspect of effectively managing investment assets. Our goal is to tailor an investment portfolio suitable for our clients based on their goals, time horizon and risk tolerance.


Retirement – opportunities for growth

Freedom doesn't come without a cost. Most financial experts say that you will need between 60 percent and 80 percent of your final working year’s salary — for each year of your retirement. Where will you get this money? Even if you could count on Social Security, it may provide far less than what you will need. You may be fortunate enough to have an employer-sponsored retirement plan. That’s why so many people are turning to private investments to supplement their retirement savings.

Please contact me to discuss your options.

Donald Chapman
Phone:  1-800-435-2048
Email:  donald.chapman@rbc.com


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.