The Vicic Wealth Management Team of RBC Dominion Securities
We work together with one goal: to help you achieve success — however you define it.
Achieving Success...
Who we work with:
Our clients have intricate financial situations that require expert guidance delivered in a coordinated fashion. Our clients include successful professionals, executives, business owners and retirees.
What you can expect:
- A long term relationship that starts with us listening to you and ensuring we understand your unique goals and why they are important to you
- A written plan based on your goals
- A team of professionals chosen to cover the unique requirements of your plan
- Follow through to help ensure successful implementation
Professionals at your service
Leaning on experience and industry accreditation, our team of professionals help bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized services centres on you, and begins with getting to know you, your needs and your goals.
What we do
Everything we do is driven by our six guiding principles:
- Integrity and Confidentiality: Always upholding your best interests.
- Client-first: Taking the time to thoroughly understand your unique goals.
- A written plan: Documenting your goals in your personal plan based on your unique circumstances.
- Co-operation with your existing advisors: Teamwork is critical to achieving success.
- Independent advice: We believe in choice. Selecting from the best RBC and non-RBC offerings to meet your unique needs.
- Follow through: We believe that follow up and implementation are as important as planning.
How we do it
We follow a clearly defined process — one that helps you grow and protect your wealth.
Step 1: Introduction
- Tell us about you, your goals, plans and concerns
Step 2: Discovery
- Your current financial information (assets, liabilities, tax assessment)
- Your financial and personal goals
Step 3: Establishing Partnership
- Review objectives and sign appropriate RBC Dominion Securities account opening documents
- Initiate transfer of accounts
- Receive access to securely view your accounts online
Step 4: Financial Plan and Investment Strategy
- Data gathering with one of our highly skilled financial planners
- Present a plan with several scenarios and options on how to achieve your goals or address your concerns
- Discuss and select the solutions that are most appropriate for you
- Structure your investment portfolio in tax and time-efficient manner
Step 5: Will & Estate Review
- Estate and tax review by our RBC Will and Estate Consultant
- Review your current estate documents
- Discuss how you can protect and enhance the after-tax value of your estate
- Structure your estate to reflect your legacy
- Receive a comprehensive report for you to review with your legal counsel
Step 6: Insurance Review
- Review your current life and disability insurance needs and coverage
- Ensure your current protection meets your long-term goals
- Discuss the option of using insurance as a wealth protection and tax planning tool
Step 7: Partnership for Performance
- Work together with your other advisors for best implementation of your financial plan
- Collaborate with lawyers, tax professionals, and bankers for more effective and efficient time and resource management
- In areas of need, provide referrals to other trusted professionals
Step 8: Service Plan
- Ongoing advice
- Overseeing the financial plan
- Portfolio reviews
Our Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.