Corchis Wealth Management of RBC Dominion Securities
Helping you find the peace of mind you need to sleep more soundly.
However you define success, our goal is to get you there.
The Corchis Wealth Management team at RBC Dominion Securities are committed to delivering outstanding, personalized service to each of our valued clients. Our mission is to provide you with absolute clarity, in what can often be a confusing financial world.
Rob's remarks
We are committed to providing you with clarity in an often-confusing financial world, and delivering outstanding, personalized service to each of our valued clients.
My dedication to you is a transparent, engaging, and lasting relationship built on trust and integrity. I start by listening intently to confirm that I have a full understanding of your unique definition of success - including your wants, needs, goals and expectations - before employing a personalized approach to wealth management. You can expect a total experience from me, one that incorporates all the specialists, partners, and resources you need to guide you through life's many stages.
What sets Rob apart from other advisors - is his unique approach. But you'll have to meet him to find out for yourself. In the meantime, Rob invites you to learn more about his investment philosophy and what wealth management means for you. When you're ready to take the next step, contact Rob or one of his team members directly.
Professionals at your service
We have carefully assembled a team of subject-matter experts and professionals who work collaboratively to deliver the key solutions you need. My team consists of highly accredited financial planning consultants, business owner specialists, insurance specialists, private bankers, and personal and business banking partners – each with their own distinct set of skills and experience. Together, we work in a coordinated fashion to achieve one common objective: to help you achieve success, however you define it.
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.
Our unique approach
Portfolio Health Check
Rob Corchis has drawn on his 25-plus years as an Investment Advisor to create the innovative Portfolio Health Check tool. It’s an exclusive instrument specifically used by Rob and his team to perform a relative strength analysis of each client’s investments.
Rob’s Commitment to You
We understand that everyone’s journey is unique, and we take the time to understand your individual needs to ensure that our solutions are tailored to you. Committed to providing exceptional client service, we create customized solutions to help you achieve your individual goals.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners & executives
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Individuals and families
We help well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them.
Medical professionals
Offering support and advice from residency to retirement, we've served doctors, dentists, and various other medical professionals through all stages of their careers.
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.
Success starts with you - Take the first step.
Give us a call or send us an email if we can be of service to you. If you are new to us, book a free, no obligation 30-minute consultation. My team and I look forward to meeting you and building a lifelong relationship.
Or come see us in person! Our office is located on 382 Wellington St. West Chatham, ON. When you arrive, we are located on the second floor. The receptionist will be at the front desk when you check in and will provide you a token for the parking lot.
