Invest in your peace of mind

Transcription

1 RBC Dominion Securities Inc. Invest in your peace of mind Consolidate with Krygier Wealth Management of RBC Dominion Securities

2 Mission Statement As custodians of our clients financial wealth, we aim to do our very best, always acting with honesty and integrity, on behalf of our clients overall financial well-being. Mark J. Krygier 2 Krygier Wealth Management of RBC Dominion Securities

3 Mark J. Krygier, LL.B., CFP, FCSI Vice-President, Portfolio Manager & Wealth Advisor Mark has been providing wealth management services to highnet-worth clients, families and business owners since 1996 Licensed Portfolio Manager since 2003 and responsible for all investment decisions within the team Directly managing on a discretionary basis over $340 million of individual client assets Together with his team, Mark helps coordinate and partners in meetings with RBC Wealth Management Specialists to help ensure our clients overall wealth needs are being met 3 Krygier Wealth Management of RBC Dominion Securities

4 Our team Avital Pearlston, B.Comm., CFP Associate Wealth Advisor Over 30 years of investment industry experience Team manager, overseeing operations Team relationship specialist, as well as overseeing security trading Irene Hama, BA Associate Over 15 years of investment experience; former Branch Administrator for the North York branch of a leading Canadian investment firm Primary focus is on account administration in accordance with compliance regulations Team communications co-ordinator, ensuring our clients receive the information and personal attention they deserve Tiffany Wong, B.Math Assistant Latest addition to the team, joining us in March 2017 from another financial institution Primary role is tracking research for all of our security holdings, as well as overseeing the household portfolio rebalancing process in line with our model portfolios Studying toward her CFA designation 4 Krygier Wealth Management of RBC Dominion Securities

5 Our approach The core of our offering is our integrity and transparency in everything we do, together with our commitment to always act professionally and in our clients best interests. Focus on your overall financial well-being We provide our clients with access to RBC Wealth Management Services specialists to have their legal, tax and estate planning needs professionally reviewed. Manage both growth-oriented as well as high-income-generating portfolios Many of our clients simply want to preserve and grow their capital in order to maintain the purchasing power of their wealth over time. For others, the focus is primarily on cash flow generation to meet their income needs, while at the same time preserving their estate value. A lower-risk approach Our aim is to produce lower than average volatility. Our methodology helps us avoid investing in the more volatile sectors and securities. Well-diversified portfolios To help protect our clients capital, we diversify our portfolios to avoid concentration risk. Our proprietary model portfolios provide choices regarding growth and income, to better meet our clients goals. Regular communication We make ourselves available to you by phone, or in person. We provide monthly market updates through Mark s exclusive monthly newsletter, individualized quarterly reporting, as well as regular portfolio review meetings. 5 Krygier Wealth Management of RBC Dominion Securities

6 Top Individual Equity Holdings for Total Return Portfolios As at June 30, 2018 North American Growth North American Monthly Income U.S. Growth & Income (U.S.$) Amazon.com Inc. Canadian Apartment Properties REIT Amazon.com Inc. Brookfield Business Partners L.P. Units Canadian Imperial Bank of Commerce Apple Inc. Canadian Tire Corp. Ltd. Dream Global REIT Bank New York Mellon Corp. Magna International Inc. Norbord Inc. Brink s Company Toronto-Dominion Bank Vermillion Energy Inc. Intel Corp. RBC Dominion Securities Inc. Portfolio Review Reports as of June 30, Krygier Wealth Management of RBC Dominion Securities

7 We look forward to helping you and your family meet your wealth needs, and achieve your goals for the future. 7 Krygier Wealth Management of RBC Dominion Securities

8 Krygier Wealth Management of RBC Dominion Securities Mark J. Krygier, LL.B., CFP, FCSI Vice-President, Portfolio Manager & Wealth Advisor Avital Pearlston, B.Comm., CFP Associate Wealth Advisor Irene Hama, BA Associate Tiffany Wong, B.Math Assistant Krygier Wealth Management of RBC Dominion Securities

9 Thank you This information is not investment advice and should be used only in conjunction with a discussion with your RBC Dominion Securities Inc. Investment Advisor. This will ensure that your own circumstances have been considered properly and that action is taken on the latest available information. The information contained herein has been obtained from sources believed to be reliable at the time obtained but neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers can guarantee its accuracy or completeness. This report is not and under no circumstances is to be construed as an offer to sell or the solicitation of an offer to buy any securities. This report is furnished on the basis and understanding that neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers is to be under any responsibility or liability whatsoever in respect thereof. The inventories of RBC Dominion Securities Inc. may from time to time include securities mentioned herein. 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 RBC Dominion Securities Inc. All rights reserved. 9 Krygier Wealth Management of RBC Dominion Securities