Brandon Lisitza
Investment Advisor
Your trusted partner, in business and in life.
My philosophy is that wealth management is not merely a service or a transaction. It is a valued relationship and mutual journey together, where we work as a team to successfully navigate the complexities of life. While this is my passion, I also view this as an extremely important responsibility. Your savings and financial picture encompass your life’s work, and help paint a picture of who you are. They are a reflection of your past, your present, and your future. Every day I see the risks that can happen in one’s life, but also the prosperity and opportunities that can be created.
My purpose in wealth management is to maximize the outcomes you seek to achieve in your life. To protect and preserve what is important to you, but also to create growth and abundance for you and your family. I will work hand in hand with you to bring to fruition what you have created and achieved. This is my promise to you, and I am certain that working together will be the start of a fruitful and rewarding partnership.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.