Jenkins and Page Wealth Management of RBC Dominion Securities

Transcription

1 RBC Dominion Securities Inc. Jenkins and Page Wealth Management of RBC Dominion Securities

2 1 RBC Dominion Securities Introducing Jenkins and Page Wealth Management of RBC Dominion Securities Blending a time-honoured view of our profession with innovation in the methods and tools of the trade. Thank you for your interest in Jenkins & Page Wealth Management of RBC Dominion Securities. We appreciate this opportunity to tell you about our team and how we approach the business of wealth management. We are dedicated to providing the highest-quality advice, service and wealth management solutions to our clients. We specialize in managing wealth for a limited number of entrepreneurs, executives, professionals and retirees, their companies and their families. Our clients have entrusted us with substantial capital, and we understand that its preservation is the foremost objective. We bring over 150 years of combined professional experience to the task of protection, growth and transfer of family wealth. Our service evolves in four stages: a detailed discussion of your objectives; an analysis of your present situation; the formulation and implementation of a plan of action; and, lastly, the ongoing monitoring of your investments and reviewing of any changes in your requirements. Investment philosophy We don t try to be all things to all people our wealth management philosophy is to protect and nurture capital, and is highly disciplined in nature. We handle our clients affairs with the same care as we would our own. Starting with each client s risk profile, an investment portfolio is structured with a view to achieving protection and long-term growth without undue risk as a result, our clients sleep soundly at night. New and innovative solutions for complex situations Our team s investment policy is based on thorough analysis of economic fundamentals and a carefully structured decision-making process. We are constantly striving to develop new and innovative solutions to adapt to shifting conditions in the marketplace. In 2006, we added RBC Dominion Securities Private Investment Management service to our practice. Private Investment Management is our premium level of discretionary wealth management, typically recommended for clients with portfolios exceeding $1 million. It is designed to free you from the day-to-day details of investment decision-making so you can pursue your own personal and professional goals. Coordination of your team of professionals We strive to serve as your primary professional financial advisor. As part of this role, we will help coordinate the activities of your existing professional advisors such as accountants and estate lawyers. As required, we will also tap into our own network of professional advisors both inside and outside of RBC.

3 The McKee Jenkins Punko Wealth & Page Management Wealth Management Group of of RBC Dominion Securities 32 Wealth management expertise We bring to the table creative applications of proven investment and financial planning strategies to find the solutions you need. Using tools and technology that we have developed, we simplify complex problems and test potential strategies before your assets are invested. We work with you to integrate your investment management requirements with your financial, retirement and estate planning needs to deliver a comprehensive wealth management service. Our own extensive experience, combined with the RBC Dominion Securities team of Canadian and international specialists, affords us the confidence to help you avoid dangers in volatile markets while focusing on opportunities and innovative solutions. RBC has long been recognized as one of Canada s most respected corporations. A member of RBC, RBC Dominion Securities has been Canada s leading provider of wealth management advice since Of course, we support all of this with the foundation of a personalized professional relationship, which helps our clients feel more confident and secure in their futures.

4 3 RBC Dominion Securities Introducing Jenkins and Page Wealth Management of RBC Dominion Securities Philip J. Jenkins, BBA, LLB Vice-President & Portfolio Manager Phil joined RBC Dominion Securities as an investment advisor in Prior to that he practiced law for a number of years with one of the Atlantic region s largest law firms. He holds a Bachelor of Business Administration from Acadia University and a Bachelor of Laws from Dalhousie University. He is a non-practicing member of the Nova Scotia Barristers Society. Phil is a member of the Board of Trustees of Laing House, and has served as a director of Metro United Way, the Royal Nova Scotia Yacht Squadron and Acadia University s recent capital campaign. He has also served on the RBC Dominion Securities Advisory Board. Outside of the office, Phil and his wife Connie enjoy spending time with their three daughters, and skiing, boating and travelling. Lewis K. Page, M.Sc., MBA Vice-President & Portfolio Manager Lew joined RBC Dominion Securities in 1997 upon completion of the Masters of Business Administration program at Saint Mary s University. Prior to joining the team, Lew enjoyed a career in transplant medicine in Halifax. His consultative approach and communication skills have allowed him to establish a successful wealth management practice. In addition to his MBA, Lew holds a Masters of Science degree in biology from Memorial University. Lew is past president of Brightwood Golf & Country Club, and is a past director of the IWK Health Centre and the IWK Health Centre Foundation. When not in the office, Lew, his wife Frances and their three children enjoy travel, boating and skiing.

5 Jenkins & Page Wealth Management of RBC Dominion Securities 4 E. Ann Edgecombe, BBA, PFP Associate Advisor Ann has been with RBC Dominion Securities for over 25 years and operated her own successful practice for half of that time. Joining Jenkins & Page Wealth Management provided good synergies for her communication, financial planning and portfolio management skills. Ann is a licenced Insurance Representative and has completed many industry courses over the years. She graduated with a Bachelor of Business Administration from Acadia University. Outside the office Ann enjoys spending time with her family as well as travelling and skiing. Matthew J. Kempton, B.Comm. Associate Advisor Matt joined the team in Prior to that he worked in retail banking for three years, latterly as a financial services representative. Matt grew up in Dartmouth, and graduated from Saint Mary s University with a Bachelor of Commerce degree. He assists with the portfolio review process and other day-to-day client relationship and account management activities. He is currently completing his MBA at Saint Mary s University and is a Level III CFA candidate. Outside of the office he enjoys skimboarding, golf and spending time with friends and family. Kelly A. Judge Associate Kelly has over 20 years of experience in the investment industry. Prior to joining RBC in 2010 she worked as an Investment Representative for 6 years and spent 7 years as a Portfolio Administrator dealing exclusively with high-net-worth private clients. Kelly joined Jenkins & Page Wealth Management in 2014 and brings a wealth of knowledge and expertise to her position of Associate. Outside of the office she enjoys baking, the outdoors and spending time with friends and family. Michelle V. Murphy Associate Michelle has 17 years of experience in the financial and investment industry and brings a wealth of knowledge and skill to our team. Michelle holds a Bachelor of Arts degree from Memorial University and she has recently completed the Wealth Management Essentials course. Michelle is always eager to accept new challenges, which has brought her to us. Outside of the office, Michelle and her spouse, Steve enjoy spending time with their children, travelling the world, hiking and camping.

6 5 RBC Dominion Securities Effective wealth management Professional wealth management is a dynamic decision-making process in which you determine your degree of involvement. Jenkins & Page Wealth Management of RBC Dominion Securities is a highly qualified and personable portfolio management team. Backed by RBC Dominion Securities, Canada s leading provider of wealth management services, Jenkins & Page Wealth Management of RBC Dominion Securities offers the ultimate partnership process, which is dedicated to achieving your investment goals.

7 Take the next step towards your financial future contact us today for a complimentary consultation. Philip J. Jenkins Vice President & Portfolio Manager philip.jenkins@rbc.com Lewis K. Page Vice President & Portfolio Manager lewis.page@rbc.com E. Ann Edgecombe Associate Advisor ann.edgecombe@rbc.com RBC Dominion Securities Inc. Purdy s Wharf Tower I Suite Upper Water Street Halifax, Nova Scotia B3J 3N2 Tel: Toll-free: Fax: Matthew J. Kempton Associate Advisor matthew.kempton@rbc.com Kelly A. Judge Associate kelly.judge@rbc.com Michelle V. Murphy Associate michelle.v.murphy@rbc.com

8 8 RBC Dominion Securities RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. Insurance products are offered through RBC Wealth Management Financial Services Inc. ( RBC WMFS ), a subsidiary of RBC Dominion Securities Inc. When providing life insurance products in all provinces except Quebec, Investment Advisors are acting as Insurance Representatives of RBC WMFS. In Quebec, Investment Advisors are acting as Financial Security Advisors of RBC WMFS. RBC DS WMFS is licensed as a financial services firm in the province of Quebec. 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. 17_90270_AFM_002 (03/2017)