Chetan Wealth Management of RBC Dominion Securities
Lifetime Wealth Partners
Here for you and your family
Chetan Wealth Management takes a holistic approach to wealth management, tailoring a customized plan for each client’s specific goals and needs.
We get to know our clients’ ambitions, and identify and implement financial strategies to achieve their goals while avoiding some of the mistakes that can cause financial and family stress.
Our team, including our in-house wealth management specialists, will work with your accountant and lawyer to ensure that the solutions we recommend will meet your needs.
Live a good life
What does living your best life mean to you? Spending time with family? Travelling the world in style? Enjoying fine food and drink? Providing your children with the best education possible? Supporting your favourite causes and charities? Perhaps, to you, living a good life includes these goals and more. However you define a “good life,” by reducing your risk and tax burden while growing your wealth, our team will help you achieve your life vision.
Committed to you
You work hard for your money and want to see it working hard for you. You enjoy the finer things in life. You want to leave a legacy for your children. You are philanthropic. You know that important things should be treated as urgent for success. There are many sides to you: the family steward, the business owner, the investor, and much more.
We will invest the time to get to know you and your family to design and create a customized plan for growing your wealth while minimizing taxes, risks and uncertainty.
We will work with your lawyer, accountant, and other advisors to seamlessly deliver the results you are seeking.
Who we are
We provide family office services to a diverse group of clients. We work with each generation of your family to help achieve your current and long-term goals.
It’s not what you earn, it’s what you keep that grows your wealth
At Chetan Wealth Management, we look at the complete picture to determine your best path to financial success including understanding your long-term goals, family dynamics, risk level for investing, concerns about your tax burden, timelines, and more. Each plan will be refined over time as your family grows and your needs and desires change.
What we’ll do
- Undertake financial discovery and understand your objectives to develop and implement your lifetime financial road map.
- Help you to plan for the unexpected and avoid big financial mistakes.
- Be a considerate sounding board for all of life’s major and minor financial decisions.
- Manage your money in the same way we manage our own, using only high-quality investments.
- Leverage our network of qualified and experienced professionals.
What we won’t do
- Manage your investment portfolio without a clear financial road map.
- Predict the direction of the stock market.
- Provide high returns with low volatility (an impossible dream).
- Pick the correct time to invest – we believe in “time in” the market and not “timing” the market.
- Stop media from publishing articles designed to shock people into buying or selling the next fad.
Why choose us
Experience
Our senior team has, combined, more than 30 years’ experience in wealth management. This is built on a legacy of our careers as chief financial officer and strategic business advisors.
Education
Knowledge is a passion for us, and we seek out continuing education to supplement our multiple post-graduate degrees in business, accounting and law, as well as investment certifications.
Commitment
We are dedicated to establishing long-term, multi-generational relationships with our clients.
Road map
We develop a customized formal plan for each client. These plans are not static. They are regularly reviewed and updated when family dynamics or global economic events warrant change.
Longevity
We will guide you on business continuity plans, establishing testamentary trusts, and succession and estate planning. We make provisions for reducing taxes payable on death and provide liquidity to meet estate needs.
Peace of mind
We are fiduciaries, with a legal obligation to put our clients’ interests ahead of our own. We anticipate and mitigate real risks that our clients face.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.