Nahabedian Wealth Management Group of RBC Dominion Securities
Our mission is to help our clients be and feel financially secure
Integrity, Trust, Respect, Client Focus and Commitment to Your Success!
These are the guiding principles that serve as a blueprint for the way that we do business. Our clients’ interest always comes first. We are committed to offering our clients, who are business owners, senior executives, professionals, retirees, non-profit organizations and charitable foundations, superior value and better service. Integrity and honesty are at the heart of our business as we expect to achieve excellence both in our work and personal lives. Our mission is to help our clients be and feel financially secure with our primary objective being to create long-term value by building and protecting our clients’ financial assets.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Careful attention to detail makes all the difference...
Paul believes in keeping things simple: he will engage clients in a formal yet personal process by having a conversation and listening to them. He wants to know as much as possible about your present situation, ambitions, hope, fears and purpose. He wants to know what matters to you most in life in order to make sure you plan accordingly.
The Wealth Management Approach: Our Unique Value Process, D-A-E (Define, Align, Execute)
Define
This step involves sitting down together to have a conversation to assess your needs
• Understanding the client’s needs and objectives.
• What are the values important to the client
• What is the clients’ risk tolerance
• What is the clients’ investment experience
• What are the clients’ expectations
Align
This is the step that we build a road map together to guide us in the proper direction
• Create an investment policy statement
• Choose the proper asset allocation strategy
• Identify the quality of the products to be used
• Identify the decision making process
• Our service and communication commitment to you
Execute
This is the step where we implement the overall strategy to your financial success
• Build the portfolio
• Ongoing monitoring of the strategy
• Pre-determined revisions of the portfolios
• Be ready to adjust as the landscape changes
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
Events
Nahabedian Wealth Management Group Humanitarian Fundraising Event
On behalf of the Nahabedian Wealth Management Group, I would like to thank everybody who participated and supported this Humanitarian cause that is very close to all of our hearts!
With your contribution and backing we were able to raise over $40,000 for Hayastan Foundation Canada (Himnadram)!
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.