Morris & Bergeron Wealth Management of RBC Dominion Securities
Comprehensive wealth management
Achieve financial freedom with professional wealth management
Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.
In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.
We can help you and your family:
Develop a comprehensive plan for your short- and long-term financial goals
Maximize your after-tax investment returns given your needs for income, growth and security
Protect your family’s financial security with insurance solutions
Implement retirement income strategies
Design a succession plan for a smooth transition that funds your future plans
Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
Build a legacy and enrich the lives of others with charitable giving
Professionals at your service
Leaning on experience and industry accreditation, our team of experts helps bring financial peace of mind to clients like you.
The Morris & Bergeron Approach
Our personal approach and personalized services centre on you, and begin with getting to know you, your needs and your goals.
What we do
We develop strong relationships with our clients, getting to know their personal lives, goals, and financial objectives. This will allow us to create a customized investment portfolio that reflects your investment needs throughout the various stages of your life. We will also leverage our firm's partners and expertise to offer comprehensive and holistic financial planning, estate planning, business succession, and various other services to help you build and protect your wealth.
How we do it
We take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. We use a four-step Portfolio Approach:
Step 1) Understanding your needs and goals
Step 2) Creating your investment strategy
Step 3) Building your custom-designed portfolio
Step 4) Managing your portfolio
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.