Approach to wealth management
Don’s approach integrates your objectives into a personalized plan that can be updated as life changes occur. He combines sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. His process includes:
- Understanding Your Financial Objectives — Don begins by listening to understand you and your financial objectives.
- Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
- Developing Smart, Time-Tested Strategies — Next, he analyzes your financial and personal information to match your objectives with sound strategies.
- Implementing Thoughtful and Creative Solutions —Don develops customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Providing Timely, Ongoing Service — He regularly reviews your situation to help ensure your financial objectives are being met.
The benefit of a primary advisor relationship
Successful wealth management requires the skill and coordination of a wide range of professionals. While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf. Even though you have a team of highly trained professionals, you may not want to be responsible for keeping the lines of communication open between them. As your primary advisor, I can take the lead role in helping you accomplish your financial goals. This includes partnering with your:
- CPA
- Attorney
- Trust Officer
- Private Banker
- Insurance Specialist
I am able to manage your professional relationships for you and have the freedom to choose from a wide variety of products and services to deliver optimal wealth management solutions.
With access to RBC’s global resources I also have the flexibility to work in concert with trusted internal and external partners to expand financial opportunities for you, including holistic recommendations regarding growing assets, managing risk, creating a retirement income and creating your legacy.
