John Walsh - Wealth management approach

Wealth management approach

I believe that my clients should have a customized approach to managing their wealth that fits their objectives and long term goals. Here are 6 distinct steps I use in my wealth management process:

Establishing your goals and objectives
Determining your risk tolerance and time horizon for your goals
Developing an asset allocation strategy
Portfolio construction. Types of products, platforms and managers discussed
Execution of your investment strategy
Monitor progress and make necessary adjustments

Customized services are based on the clients needs. Ongoing client reviews, performance reporting, timely research and updates on market or economic trends, client education events and acting as your liaison to your other professional advisors are just some of the services I specialize in. I utilize the expertise of many specialists at RBC Wealth Management when dealing with estate planning, business succession planning, educational planning, retirement planning and insurance needs.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.