Montreal, Quebec, Canada
Providing sound, non-biased advice to High Net Worth Clients. To develop, implement and monitor financial planning strategies to help them achieve financial and personal goals. Our goals are to get to know our clients, to listen to them and to develop a financial plan as well as to guide them through decisions concerning investing, retirement planning, estate planning, debt / cash-flow management and insurance strategies as part of estate and tax planning. High net worth clients need to be put into contact with the best professionals possible that will above all else - put their needs first and above those of the financial institution they may work for, Specialties: investment management, financial planning, estate planning, general insurance needs calculation and advice, personal lending, retirement planning
Wealth Management for High Net Worth Individuals
Manage wealth for high net worth families and/or high income individuals, professionals and business owners. Since 2007, I have managed the largest client portfolio (assets under management) of all Financial Planners at RBC in the province of Quebec and TOP 5 in Canada. Awarded prestigious RBC Convention Cruise for top performers 2009, 2010 and 2011. I have continued creating very strong business ties with other like-minded professionals who can compliment my service offering with their own set of qualifications. I have become well-entrenched in the west end and downtown areas of Montreal - both in the business world and in the community. I have developed a particular niche with high net worth clients, health care professionals and those who are moving to Montreal from abroad. We have stream-lined a process that allows client such as university professors, researchers and health care professionals to get set up with great ease and with an attention to detail and to proactive advice about making the move to Canada.
Identified at an early stage and recruited to manage the most affluent clients of the branch I was attached to. These clients were high net worth and/or high income earners like professionals, business owners and members of affluent families who were preferred and long-time clients of RBC. This position was the spring-board into the creation of RBC's Financial Planning platform that was the first among Canada's large banks to offer Financial Planning services to the branch offices. Consistently ranked in the top 3 in Quebec in terms of overall performance which was comprised of various metrics including client satisfaction and growth of assets under management. Excelled at generating new business and creating strong networks of professional collaboration among accountants, lawyers, real estate agents and existing clients in many different lines of business who recognized the value I brought to them and who entrusted me with powerful word-of-mouth referrals. This was a very rewarding experience and formed the basis for my eventual transition into Financial Planning.