Andrew Porteous - RBC Wealth Management
200 Bay Street, Toronto, ON, Canada
(3)
200 Bay Street, Toronto, ON, Canada
(3)
3 customer reviews
Shelley Perpete
Andrew has provided us with excellent financial advice. He responds quickly when we have questions and is very knowledgeable about the investment options that will help us reach our retirement goals. We have also found his webinars to be very informative and do not hesitate to recommend his services to friends and family. More...
Patrick
After sending in my information, Andrew reached out via Bark andset up a Zoom meeting with me. He was thorough in understanding my situation before proposing an investment plan.
I like how he had clear knowledge about the current market trends.
More...
Marina
Andrew was pleasant to deal with. He’s well organized, knew his industry and was a great listener. What stands out the most, however, is his attention to detail - felt very safe in his capable hands.
What do you love most about your job?
Finances are a stressful topic for a lot of Canadians, and I get to take that burden away from my clients. I view it as my job to make your finances as simple as possible for you and allow you to focus more of your time on your families and doing the things that you love.
My best day is when a client tells me how much easier I have made their life because they don't have to worry about their finances any more OR that because of my advice they finally achieved a major goal that they had been working for.
Why should our clients choose you?
If you're tired of being recommended cookie cutter solutions and served by a different advisor every other visit to the bank, then give me a call.
My team and I want to understand what is important to you. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together through your life to help keep you on track.
Can you provide your services online or remotely? If so, please add details.
Yes - meetings can be conducted via Zoom or Webex.
Account opening can be completed via e-signature
and once onboarding is complete all clients will have access to online banking to monitor their accounts going forward.
What changes have you made to keep your customers safe from Covid-19?
Meetings can be conducted in person, or virtually via Zoom or Webex.
Social distancing and masking policies available based on client preferences. . In addition to daily sanitizing of all office spaces to ensure safety.
Retirement Planning
Helping you prepare for and live in retirement
Financial Planning
Defining and prioritizing your financial goals and assessing your comfort with risk.
Creating a plan to help you reach each of your family's goals.
Investment Management
Discussing your account options (traditional brokerage and fee based) and the appropriate mix of investments and services for you, based on your preferences and unique situation.
Investment options include: stocks, bonds, GICs, mutual funds, segregated funds, annuities
Insurance Strategies
Reviewing strategies that can help prepare and protect you and your family in case the unexpected happens (critical illness, portfolio volatility, untimely death of a loved one)
Estate Planning Strategies
Determining ways to distribute your wealth efficiently to your heirs or charitable organizations through estate strategies
Business Owner Planning
Reviewing solutions for your business, including succession plans and business continuity
Pension/Group Investment Review
Assisting you to review the pension/group investments from your employer (or former employer) to determine what the best option will be for you when you retire or switch employers
Explaining Costs
Clearly explaining the costs involved with your current investments and also any costs involved with the recommendations that we make
Tax Efficient Cash Flow
Assisting you to generate tax efficient cash flow from your investment portfolio
