Mark Taylor, MBA Investment Advisor - RBC Wealth ...

1 | RBC Dominion SecuritiesRBC Dominion Securities Inc.

Mark Taylor, MBA Investment Advisor

2 | RBC Dominion Securities


Life is busy, time is precious, and managing personal finances has never been more important.

RBC Dominion Securities | 3

Our commitment to you

We understand that managing your finances may not be your top priority in life. However, we also understand the importance of proper wealth management. That’s why we take great pride in diligently managing your financial life – so you can focus on your true passions.

We consider our responsibility to you, as our client, to be of utmost importance. Every decision we make is guided by a commitment to act in your best interest and, above all, to ensure continued progress toward your life’s goals.

We promise to always:

● Put your interests first

● Be open, honest and transparent

● Stay apprised of changes in your life and your goals

● Help you to understand your investments, objectives and risks

● Provide exceptional service and make doing business with us easy


Guiding you through each stage of your life

• Accumulating wealth – growing assets: Together we’ll develop strategies to achieve your financial objectives, including planning for retirement, funding an education or preparing for a major purchase.

• Converting wealth – creating an income stream: We put strategies in place to help you maximize your after-tax retirement income. We will help you determine which types of income-producing investments are most appropriate for you.

• Protecting wealth – managing risk: To help protect your financial well-being, we will implement proven strategies to manage risk. Our goal is to provide you with peace of mind, help maintain your independence and preserve family harmony or current lifestyle.

• Transferring wealth – creating a legacy: Working together with your other professional advisors, we will help create your legacy for family and charity, while addressing tax obligations and debts.

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Wealth management is an ongoing process to help guide you at each stage of your life.

To provide wealth management, we follow a disciplined five-step process to keep you on track to achieving your goals. A disciplined process keeps everyone focused on what’s important – helping you live life the way you want to live it.

A discliplined process is the key

Introduction

Solu

tions

Discovery

Strategy

Service

1. Introduction – We will introduce you to the wealth management services we provide, not just during the first meeting, but on an ongoing basis as your needs evolve and new services become available.

2. Discovery – Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.

3. Strategy – Next, we will analyze your financial and personal information to match your objectives with smart, time-tested strategies.

4. Solutions – We will develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

5. Service – We will regularly review your situation to ensure your financial objectives are being met in light of your changing needs.


7 | RBC Dominion Securities RBC Dominion Securities | 7

Mark’s investment beliefs are straightforward: Securities are fairly priced in competitive markets, diversification is crucial, and investing involves trading off risks and costs with expected return.

Our strategies leverage the findings of the greatest minds in finance today; amongst them are Nobel Laureates such as Eugene Fama, Kenneth French, and Robert Merton.

Utilizing evidence-based research, we focus on securities with attributes that have proven over time to generate superior risk-adjusted returns. That means that our clients’ portfolios are positioned to take advantage of long-term market trends, and are not at the whim of guessing the next cycle correctly.

Our investment philosophy


As Mark’s client, you will receive timely service and professional advice through his team approach. Mark’s team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Mark Taylor, MBA Investment AdvisorMark brings a tremendous passion to wealth management at RBC Dominion Securities. As an Investment Advisor, he helps his clients to carefully plan for and remain disciplined to their long-term goals and objectives. Mark prides himself on an ability to cut through the noise in the financial services industry and

provide clear and concise solutions addressing some of life’s most important decisions.

Adding to Mark’s investment acumen is a prior career in investment banking, where he was responsible for analyzing publicly traded companies and writing stock recommendations. Prior to working in finance, he served in the Royal Canadian Air Force (RCAF) as a C-17 pilot and instructor. Among his accomplishments, he counts combat missions in three war-zones, as well as numerous humanitarian missions around the world.

Mark holds an undergraduate degree in economics, as well as a Master of Business Administration degree (MBA, finance) from the University of Manitoba.

Mark and his family enjoy an active lifestyle and share a passion for exploring Calgary and western Canada’s natural beauty.

Putting you first with a team approach


Extended wealth management services team

In addition to investing and money management, we offer assistance with financial planning, insurance strategies, and Wills and estates through a team of experienced specialists all devoted to their respective areas of focus.

Financial planningA professional Financial Planner works with and supports us in preparing and presenting your financial plan and to identify and assess any related financial, tax and retirement planning concerns you might have.

Will and estate consultation A professional Will & Estate Consultant works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.

Insurance strategies A highly qualified Insurance Specialist works with us to help you create and preserve your wealth. We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.

Professional network We also offer access to a network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we would be pleased to work together with them.

10 | RBC Dominion Securities10 | RBC Dominion Securities

RBC Dominion Securities has been helping investors achieve their goals since 1901. Today, the firm is Canada’s leading provider of wealth management services, trusted by more than 400,000 clients worldwide.

Whether you are looking to build your financial future, protect what you have already built or create a lasting legacy for your family, RBC Dominion Securities has the expertise and resources you need.

As a member of RBC, Canada’s largest financial institution, Mark also offers access to a complete range of financial services.

Canada’s leading wealth management firm

Forward-looking, innovative and committed to helping our clients thrive.


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 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. 2017. All rights reserved. 17_90701_RJ7_001 (01/2017)


Mark Taylor, MBA Investment Advisor [email protected] RBC Dominion Securities 333-7th Ave. SW, Suite 1400Calgary, AB T2P 2Z1

Fax: 403-299-7100Toll Free: 1-800-310-6484www.markctaylor.ca

Take the next step towards your financial future – contact me today for a complimentary consultation.

Mark Taylor, MBA Investment Advisor - RBC Wealth ...

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