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Expectation and services
The Cirque Investment Group
Home
About
About our group
Events and seminars
Services
Portfolio Focus
Expectation and services
Insights
Contact
rbcwealthmanagement.com
Sign in
Important information
Home
About
About our group
Events and seminars
Services
Portfolio Focus
Expectation and services
Insights
Contact
Ask questions to understand client's financial needs and objectives
Help clients prioritize, understand and determine realistic financial goals
Make specific investment recommendations to help meet client's stated goals
Prepare a wealth management plan, or estate plan to help accomplish client's goals
Implement wealth management plan
Discuss creative investment alternatives, that client's might not have considered
Assist clients in retirement planning, including 401(k) plan and alternative retirement savings opportunities
Consult and discuss succession business planning and opportunites
Review and consult on life insurance, and annuity policies
Perform Due diligence on money managers, mutual funds and alternative investments
Meet with and work with client's CPA's and estate planning attorney's
Unbiased investment advice
Provide comprehensive technical, fundamental and quantitative research analysis
Comprehensive risk analysis, including risk stress testing
Quarterly, or annual client portfolio reviews and performance reviews
Complimentary account maintenance including dividend reinvestments, ACH transfer of dividends, or cash into the client's bank accounts(daily, weekly, monthly)
Discuss financial and banking solutions for home, business and pleasure
Transfer assets or cash to charitable organizations
Help set up and meet with children and grandchildren to help them understand investments and wealth management planning
Proactively keep in touch by phone, email or in person
Encourage clients to take trips, see family, and enjoy their lives!