Bourgeault Private Wealth of RBC Dominion Securities
Confidence for today. Security for tomorrow.
Getting the right investment advice is a key part of managing wealth—but it's just one part of a bigger picture.
You deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life.
Our comprehensive wealth management services with forward-thinking strategies and personalized advice, empower clients to build resilient portfolios and seize opportunities in a changing world by:
Growing assets for future goals like retirement
Maintaining assets to protect financial well-being
Creating an income stream for retirement
Creating a lasting legacy
Bourgeault Private Wealth team members
All of the members of our team are committed to serving our clients as unique partners. We believe integrity, honesty and open disclosure form the foundation of all relationships, and our highest priority is earning our clients’ trust.
We build and protect wealth.
We help clients plan for and react to all of the critical financial events in their life.
Our priority is to protect wealth.
As financial success begins with understanding the core values and goals of our clients, each person requires individual solutions and well thought out strategies to build the kind of future they desire for themselves and their families.
What we do
By taking an integrated approach to wealth, we can help you:
- Protect your lifestyle
- Manage your nest egg
- Plan your retirement
- Create a lasting legacy
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.
Initial consultation
Understanding your situation and goals
We begin every relationship with a consultation. It is an opportunity for us to listen carefully to accurately understand your goals. You may be surprised by the depth of these questions, as we discover what you really want out of life. We’ll explain our approach to wealth management and review your overall finances.
Wealth management discovery
Gather the details
If everyone agrees we are a good fit, we will complete an inventory of your assets and liabilities, analyze your cash flow, risk management, and investment strategies, as well as record specific details on your family, business, trusted advisors, wills, trusts, insurance, charities and any other relevant considerations, and begin framing our recommendations.
Plan and design
Design your roadmap with the details in mind
Using the feedback from the discovery session, we create and refine your unique proposal to set you on the right path to accomplish your goals. Keeping the big picture in mind, we provide a high-level evaluation of your top priorities and discuss how to employ resources.
Implementation
At this time, we begin collaborating with your other advisors, as well as our in-house specialists, so you have the confidence that your team is working together. We set your plan in motion and keep you informed about your progress towards realizing your vision for the future. Your accounts are closely monitored, and regular contact meetings are scheduled to keep you on track, focused, and feeling in control of your financial future.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.