Shash Wealth Management of RBC Dominion Securities
Beyond investing. Partners in your financial life.
Beyond investing. Partners in your financial life.
As partners in your financial life, our ultimate goal is to help you achieve your financial and life goals through a personalized wealth management experience. We are always looking to design diversified investment strategies built within a long-term planning process in the most cost-and tax-efficient way. We constantly monitor your investments to see if they need adjustments to navigate changing market conditions. Keeping you informed and involved in your wealth management journey is our commitment to you.
Also to ensure that your every financial need and opportunity is considered and addressed, we collaborate with specialists across RBC to provide you with:
- A written, up-to-date financial plan tailored to your goals
- An estate plan, including a review of your Last Will and Testament, to protect your financial legacy
- A review of your Power of Attorney and Mandate to ensure a smooth transition to your chosen representatives
- Insurance strategies to minimize tax and safeguard your loved ones
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
It all starts with you.
Our personal approach and personalized services centers on you, and begins with getting to know you, your needs and your goals.
Our Approach
We work with a select group of high-net-worth families, completely dedicating ourselves to meeting their needs. Almost all of our clients achieved financial success before coming to us so we are committed to earning a solid return while taking a conservative approach to preserving their assets.
Our team is driven by a shared philosophy: to be partners in our clients’ financial lives. To truly service our clients, we have carefully assembled an extended team of professionals in nearly every area of financial services, including accountants, lawyers, financial planners, insurance specialists, private bankers, and personal and commercial banking partners. Together, we help you achieve success, however you define it.
We also emphasize multi-generational planning and strive to establish working relationships with every generation of our clients’ families. We believe that preparing younger generations to continue their family legacy is a core part of our offering.
Our Core Investment Values - Trust, Discipline, Patience
Investment management is at the heart of what we do. As our client, your portfolio is guided by strategy, research, and our disciplined approach designed to help you achieve growth and long-term security.
Our core values: Trust, discipline, and patience.
No one reiterates them better than Warren Buffet:
- Trust: "It takes 20 years to build a reputation and five minutes to ruin it."
- Discipline: "We don't have to be smarter than the rest. We have to be more disciplined than the rest."
- Patience: "The stock market is a device for transferring money from the impatient to the patient."
Resources
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.