Droz Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
What matters to you, matters to me
With all that’s going on in your life and everything you hear in the media, it makes sense to have a "Financial Coach" in your corner, to help you navigate and manage your financial affairs. By giving you a custom strategy and plan, I will provide a framework that helps you better understand your financial situation, so you’re empowered to make the informed decisions. Together, we will achieve what is important to you.
Your financial future is important. Let’s talk about your concerns, your goals, and get you on the path to financial well-being.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
What matters to you, matters to me
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
At Droz Wealth Management Group, all our clients get a written financial plan, and it’s reviewed 2-to-3 times a year. Our purpose is to help our clients understand where they stand and what they need to do to achieve their financial goals and peace of mind.
Perhaps you feel a sense of financial insecurity after losing a loved one, changing jobs or losing money. Or maybe you wonder if you will be able to retire comfortably. Or possibly you are concerned about protecting your family and assets in case of an unforeseen event.
Whatever your concerns may be, they matter to you. That means they matter to me.
My role is to advocate on your behalf at every stage, with every consideration, and to understand the impact of decisions as we work towards alleviating your concerns and achieving your goals. I act as your “Financial Coach,” helping you effectively manage your financial life.
I’m accountable to you and your family and no one else. I also believe that if I do right by you, we both win. You get to live the life that matters to you, and I get to help you get there.
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.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.