Lethbridge living May/June 2017 | Page 15

RBC Dominion Securities Inc .

Why do so many Albertans choose Marsh Wealth Management Group of RBC Dominion Securities to help them manage their wealth ?

It ’ s financial advice you can trust , that ’ s close to home .

Finding a qualified investment advisor who understands life in rural Alberta can be a challenge . At Marsh Wealth Management Group of RBC Dominion Securities , our team of specialists provides highly personalized service to a small group of local business owners , farmers and retired families . We have found this to be the best way to help our clients achieve their goals – such as transforming their successful business into a comfortable retirement , or creating an investment experience that gives them the confidence their goals will be achieved .
Our specialized service
• Over 60 years of combined experience in all areas of financial planning .
• Commitment to ongoing communication with your current professional team , including accountants and lawyers , to ensure your investment plan is aligned .
• Investment management on a discretionary basis , where you delegate day-to-day investment decisions to us , freeing your time to focus on other things . With advanced investment credentials , extensive experience advising clients and substantial assets under administration , Jenn Marsh is one of a select group of advisors able to offer this level of service .
• Transparent fee and performance reporting .
• Small client base so that we can provide a high level of personal service to the local families and business owners we advise .
• Dedication to consistently improving our professional skillset and advanced education . Our accreditations , combined with years of experience can give you peace of mind knowing that your financial affairs are in the hands of qualified professionals working in your best interest .
• A service commitment in writing for each family we work with . We believe that you ’ re simply not going to find a professional advisory and service team that cares more about you , your goals , and your wealth than Marsh Wealth Management Group of RBC Dominion Securities . That is our promise to you .
• A long-term relationship based on trust , integrity and the highest level of client confidentiality .
Request a complimentary review
There ’ s no obligation to you , and we ’ ll provide advice to help create a future that is right for you . Contact our office at 403-382-3820 or nicola . bergin @ rbc . com to schedule an appointment .
Learn more about us
Please visit www . marshwealth . ca and check out these sections :
• About us – Meet our team and learn about our individual areas of expertise .
• Who we work with – Review the four specialized groups of clients we work with .
• Client testimonials – Our clients share their experiences working with us .
• Giving back – Part of our philosophy is giving back to the community .
“ I understand the capabilities that local farmers , business owners and retired families require from wealth advisors , including the challenge of managing a range of wealth specialists . Through our diverse team of specialists and community network , we are able to simplify your wealth , as well as the process of managing it .”
– Jenn Marsh , Vice-President & Portfolio Manager
Marsh Wealth Management Group of RBC Dominion Securities 403-382-3820 | 1-888-337-8633 | jenn . marsh @ rbc . com
RBC Dominion Securities Inc .* and Royal Bank of Canada are separate corporate entities which are affiliated . * Member-Canadian Investor Protection Fund . RBC Dominion Securities Inc . is a member company of RBC Wealth Management , a business segment of Royal Bank of Canada . ® Registered trademarks of Royal Bank of Canada . Used under licence . © 2017 RBC Dominion Securities Inc . All rights reserved . 17 _ 90711 _ RVW _ 001