Danielle M. Slavin & Brent L. Nichols of RBC Dominion Securities
Finding natural simplicity within the complexity of life
Building relationships with families by helping them achieve their goals is the foundation of what we do with clients.
Over the years, we have developed an investment management approach specifically tailored to individuals, families, and business owners who:
- have experienced a liquidity event or received a financial lump sum
- do not have a pension to rely on in retirement
- are looking for experienced discretionary asset mix management
- are seeking advice to find simplicity in managing complex financial affairs
- are actively saving for retirement
Whether it is the possible sale of the family business, transitioning wealth to the next generation or just general market uncertainty, we aspire to bring a calming, balanced perspective to challenges clients are facing in order to find natural simplicity amongst all the complexity life can bring.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Our articles
We wrote these articles because we thought it was important to explain some of our philosophies and processes in more detail. We hope you find these helpful and informative - Danielle and Brent
Our Socially Responsible Investing Process
Socially responsible investing options that don't require a sacrifice in financial returns exist. In our case, we have chosen to make environmental protection and preservation our primary focus.
Sudden Financial Liquidity - What Now?
Over the years, we've developed a four-step process we use to help people prudently manage financial sums stemming from sudden liquidity events.
Worried About Running Out of Money in Retirement?
Over several years, we've helped clients plan for and enjoy successful retirements, even in challenging circumstances. Here, we've identified six strategies that have proven particularly useful for maintaining sufficient retirement funds.
10 Tips for Cutting Through Overload and Stress
We've developed ten tips for managing stress: five for financial stress and five for life stress. These tips help strip away the noise and distractions of everyday life to find the natural simplicity underneath.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.