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We know it's vital for our clients that we preserve the capital that took them a lifetime to accumulate. Most of our clients are business owners and professionals who don't have pension plans, so their lifetime savings or the proceeds from the sale of a business or real estate are often the primary pool of capital they'll call upon in retirement. Since 2003, our team has been helping investors of all sizes define and execute well-balanced investment strategies. I'm George Manjgaladze, and I'm a portfolio manager at RBC Dominion Securities. I look forward to earning your trust and guiding your financial decisions in the right direction. Please reach out any time you're ready to have a conversation. Work with us, and we'll ensure your financial affairs are well organized, streamlined, and above all, something you don't have to worry about. However, through our quarterly portfolio reviews and consistent communication, we're going to help you gain a very good working knowledge of the portfolio strategy we create for you. We don't expect you to be experts on every investment we own. And we take the time to educate our clients. That's why our portfolios consist of top investment ideas from six of the leading research teams. We recognize no investment firm has a monopoly on the best ideas. We help clients avoid making emotional decisions by following a disciplined and rules-based investment process. Second, we help you extract emotions from investment decisions. My team and I avoid unnecessary risk by making the asset allocation between stocks and bonds and alternative investments more about what you can live with and less about what's happening in the markets on any given day.
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From my experience, I find most investors paid too much risk relative to their needs. Over my 20 years in the financial industry, I have learned and made important observations that have shaped how I make financial decisions today.įirst and foremost, it's all about managing risk. Prior to joining RBC Dominion Securities, I was an oil and gas analyst for one of the prominent investment banks in the US. And more importantly, we want to help you avoid financial accidents. Our team of experienced professionals works hard to uncover financial and tax opportunities that may have been previously overlooked. These often include consistent retirement income, tax-efficient transfer of wealth to the next generation, and much more. We know each client has a set of goals and priorities which are unique to them. Since 2003, we have been successful in helping many families establish well-thought-out financial plans that stood the test of time. I would like to welcome you to our wealth management practice. Hello, I'm George Manjgaladze, and I'm a portfolio manager at RBC Dominion Securities.