Fickling Janitis Thomas Wealth of RBC Dominion Securities
Your life goals are our life’s work
At Fickling Janitis Thomas Wealth, we start by getting to know you and what you want out of life.
We are dedicated to helping people lead more successful and fulfilling lives by envisioning their goals and developing a plan to achieve them.
What is total wealth?
Total wealth is more than your financial capital. It’s your well-being along with your wealth.
Much like you have your financial assets, you also invest in other areas of your life. You invest your personal assets to shield against the unexpected, to reach your goals and aspirations, for peace of mind and to live your best life.
The four components of a non-financial asset/capital:
- Social (Your family, friends, acquaintances and even strangers)
- Psychological (Your emotions and thoughts, along with your strength and personal traits)
- Spiritual (Your life’s purpose and what it means to you)
- Physical (Your energy, longevity and your overall health)
Professionals at your service
Fickling Janitis Thomas Wealth is a team of seasoned wealth management professionals, operating within RBC Dominion Securities Inc. – Canada’s leading wealth manager.
Our core team is supplemented by an extended group of wealth management specialists upon whose expertise we can draw – upon when circumstances dictate. Being compact and accessible, while supported by the unparalleled power of a major financial institution, constitutes our compelling competitive advantage.
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.
Our solutions
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals. Our services include:
- Discovery
- Strategy
- Investment portfolio services
- Research and information services
- Enhanced wealth management services
- Investment solutions
- Reporting
Your total wealth management
Our process
Our respectful process puts you in control. You decide whether to move to the next step. At completion you will have a sound investment plan based on long-term effective principals. And you will also feel confident you understand the various tax, estate, retirement income, or business planning strategies available to you. Our seven-step process includes:
- Discovery
- First meeting: 75 minutes
- Second meeting: 1-2 hours
- Professional network meeting
- 60-day meeting: 45 minutes
- Ongoing Communication
- Regular reviews
Who we serve
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 and entrepreneurs
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.
Women with a mission
Empowering you with the resources & financial confidence needed to take control of your money and wealth. Our team of woman expert advisors are here to help other women become financially independent, strong & empowered.
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
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.
Endowments & foundations
Fickling Wealth Management strives to make the world a better place for all of our clients. Our team of experts understand the environment, investment challenges endowments and foundations faced every day.
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.