Investment Advisor
CurrentIn the business of investment and wealth management, the initial objectives are 1) to complete a comprehensive review of the investor's personal risk tolerance, then 2) to ensure that the existing portfolio matches those preferences. Of course, changing market conditions result in changing risk environments, thus regular reviews are an important part of the process.My background as a commercial lender and credit risk manager for RBC (19 years) play an important role in influencing my understanding of commercial risks. Protecting the nest egg is job one. Estate planning and appropriate return targets flow from this.We also offer insurance products through RBC Wealth Management Financial Services Inc., a subsidiary of RBC Dominion Securities Inc. often as an important estate planning tool. Learn more about me by visiting my website at http://dir.rbcinvestments.com/mark.ryan