Lannan Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul and Andrew are committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships based on trust, integrity, and exceptional client service. Whether you're looking for personal wealth management for yourself, your family, or your business, you can depend on Paul and Andrew to help you achieve your goals as they evolve through each stage of life.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our approach
Paul's practice is built on the fundamental belief that it begins with you – your goals, your investment style and your long-term needs. Wealth Management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live the life you want and a clear roadmap for your financial future.
Paul and Andrew follow a five-step process based on discipline to ensure that best practices are employed to achieve what's most important - helping you fulfill your financial objectives.
Discovery
Paul and Andrew take the time to understand your financial and non financial goals, your aspirations for the future and your profile as an investor.
Vision
Bringing your desires into focus is the next objective. Here, Paul and Andrew outline as specifically as possible, your retirement, tax, estate planning and other goals.
Personalized Strategies
During this phase Paul and Andrew identify any existing financial issues and develops appropriate strategies. These strategies are formulated to best align with the vision you want your wealth to achieve. Paul and Andrew will analyze your current plan and portfolio, make projections, and explore alternative approaches to help you determine your best course of action. Depending on your situation, they may include:
- Investment Policy Statement
- Compass Financial Planning
- Will and Estate Consultation
- Wealth Management Protection
Solutions
With a thorough understanding of your goals and situation, Paul and Andrew will propose specific investment and financial planning recommendations that best enable you to achieve your vision.
They then review your written investment proposal, explain the disciplined security selection methodology, and develops thoughtful and creative solutions tailored to your objectives. In addition, Paul and Andrew will provide a to-do list with illustrations of any retirement, tax, and estate planning strategies that are recommended.
Service
Client service is our first priority - keeping you on track, up to date and informed of your progress. With this in mind, Paul and Andrew are committed to providing the following ongoing services:
Review – Paul and Andrew proactively schedule Annual or Semi-Annual reviews which are by telephone, video or in person. They also reach out during the year to stay abreast of your situation and provide space for you to ask questions.
Report – In addition to regular statements, Paul provides a quarterly portfolio household review package. This informative report includes your personalized rate of return, asset allocation as well as a brief market commentary.
Revise – As you make financial progress towards your goals, Paul and Andrew will ensure that your wealth management plan evolves with your needs. They will monitor your progress and make recommendations as required.
Contact Paul or Andrew today for your complimentary consultation.
Building a better future together
Interested in learning more about how charitable giving can be incorporated in your wealth management plan? Contact Paul today for a complimentary consultation.
"We make a living by what we get, but we make a life by what we give." - Winston Churchill
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.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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.