Schafer Private Wealth of RBC Dominion Securities
Grow more than wealth. With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, our team can help you realize your life vision.
What sets us apart?
Best practices and prudent process – In an industry dominated by information overload, sales pitches, and targets, we don’t sell you anything. We prudently manage portfolios, research industry best practices, and stick to processes and strategies that have been proven successful over time.
Comprehensive wealth management – We understand that while investing is the core of wealth management, financial and estate planning are also essential to your life goals and values. Our team includes certified financial planners and is supported by a team of estate specialists within the firm.
Experience and expertise – Our team has over 120 years of combined experience in the financial services industry and continuously completes industry courses, seminars, and due diligence.
Service – We offer a service model that includes frequent market commentaries, customized performance and accounting reports, and face-to-face or online meetings that fit your schedule. Further, we are pleased to work with your preferred local professionals to help you achieve your objectives.
The stability of RBC – Experience at different firms has provided us with a strong appreciation for the vast resources and client benefits at RBC Dominion Securities. Royal Bank of Canada is one of the strongest and best-capitalized banks in the world.
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
Helping you achieve your personal and financial goals
Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice. By taking an integrated approach to wealth, we can help you:
- Protect your lifestyle
- Manage your nest egg
- Plan your retirement
- Create a lasting legacy
- And much more
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.
What we do
Warren Buffet said, “Only when you combine sound intellect with emotional discipline will you get rational behavior.” We couldn’t agree more.
Aside from daily volatility of markets due to changing economic cycles and news headlines, investors are exposed to risk through their reactions to this information. These emotional reactions are heightened by fear and anxiety when markets aren’t performing well, but also the temptation from the promise or potential of abnormal investment returns. Our goal is to educate investors and manage those emotional risks that can negatively impact long term investment success.
How we do it
Our team utilizes a well-defined process to provide prudent portfolio management that is unique to each client or organization. This process is built on the basic beliefs that form the foundation for our portfolios:
- Own quality investments.
- Diversify your investments.
- Invest for the long term.
- Hire professionals to manage your investments.
- Implement a cost-effective investment strategy.
Resources
Access your accounts safely and conveniently
With the new RBC Wealth Management Online, it’s even easier to view your account information safely from home, or wherever it’s convenient for you. If haven’t enrolled yet, there’s never been a better time.
Not yet enrolled? Simply contact your Investment Advisor.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.