Service and Value Offering
At RJMwealth, we're committed to providing you with an unrivaled wealth management experience. Our team is dedicated to building relationships that expand beyond your investments. We offer a wide range of personalized investment and tax solutions to enhance your family office experience.
Included in the fees we charge, you are entitled to the following services:
Financial Management
Mortgage & debt analysis
Cash flow analysis
Cash flow projection
RRSP/leverage loans
Establish financial goals
Portfolio Management
Portfolio/pension analysis
Diversified product offering
Retirement/education/savings
Repositioning/rebalancing
Portfolio Manager Access
Tax Planning
Tax analysis
Tax return coordination
In-depth personal tax planning
Business tax planning
Tax-minimization strategies
Risk Management
Life Insurance
Critical illness & disability
Long-term care insurance
Asset allocation to reduce risk
Review of money managers
Retirement Planning
Retirement income analysis
Assessment of objectives
Retirement expenses analysis
Retirement cash flow projection
Retirement education sessions
Legacy Planning
Estate planning analysis
Wills and POA
Charitable giving
Business succession planning
Access to legal network
Life Planning
Eldercare issues
Workplace transitions
Healthy living
Referral to other professionals
Other non-financial advice
Client Experience
Deep client discovery
Client action plans
Regular status reports
Consistent communication
Proactive problem resolution
We'd like to ensure you're taking advantage of the full range of our services. Our team values the relationship we have with you and your family and we look forward to partnering with you.
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