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Investment Management

"We aim to be your partner and not just your service provider"

At Royal Fidelity we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long-term by providing a strategic and customized solution.

Investing your money to earn maximum returns requires a well thought out strategy and, more importantly, it requires knowledge of the investment options available to you. At Royal Fidelity, you will have access to professional financial consultants and Investment Managers who can help you identify an investment strategy for your individual goals and help you choose from a range of investment products locally and overseas.

At Royal Fidelity, we are focused on building long-term relationships with our clients. We are committed to building practical solutions to help you manage, grow, and protect their wealth, now and for future generations. We strive to be your trusted adviser.

Our services include but are not limited to:

  • Expert money management
  • Management of investment portfolios
  • Monthly portfolio valuations
  • Market analysis
  • Informative reporting
  • Competitive fees

Trusts

When you establish a living trust, assets are transfered into the Trust by the Settlor/Grantor and immediately fall under the control of the Trustees for the benefit of your beneficiaries.

Estate Planning

Estate planning will allow you to be remembered the way you want. It facilitates the distribution of your assets according to your wishes and gives purpose to what you've accomplished in your lifetime.

Executorship Services

This legal document allows you to make decisions on who will administer your estate and distribute your assets at the date of death.

Trustee Services

In addition to the aforementioned services, we can provide access to all aspects of comprehensive wealth management, including pension, corporate financing, mutual funds, investment management and brokerage services.

Contact

Carol Gaskin

Manager, Trust & Corporate Services

Gail Walters

Trust & Corporate Services

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

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