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RT Mosaic Wealth Management Ltd.
Portfolio Manager and Net Worth Advisor
Tel: (403) 457 - 3283
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- British Columbia
* indicates a physical location in this province
RT Mosaic Wealth Management Ltd. is a registered portfolio management firm that takes pride in our client-focused approach. At RT Mosaic, we offer a unique service, specifically tailored to individual needs. Unlike many other wealth management firms, we do not sell any proprietary investment products. This structure enables us to align our interests with yours, allowing us to focus on what really matters – crafting a plan to achieve your goals.
RT Mosaic started as a result of an in-depth analysis of the current wealth management industry and its practices. The existing financial framework in the industry has many potential conflicts of interest. Many individuals are challenged to understand their own financial situation and frustrated that their entire net worth is not being considered in their overall financial plan.
At RT Mosaic, we are changing how our clients think about their financial position. We recognize that everyone has a unique situation, along with distinct personal and financial goals. Our net worth approach allows us to manage your complete net worth picture.
At RT Mosaic, we work to establish a long-term relationship with each of our clients, while engaging them in the financial planning process. We accomplish this by remaining and staying informed of each client’s investment objectives and financial situation through periodic discussions and meetings. This enables us to select investments that we deem suitable for your situation, whether saving for retirement, buying a recreational property, or investing in your child’s education.
The average financial advisor takes on over 195 clients*. RT Mosaic has a select client base as this guarantees that our clients receive one on one, personalized service, ensuring that all their financial affairs are thoroughly looked after in a thorough, prompt and timely manner. In addition to Portfolio Management, all clients receive comprehensive net worth financial planning. Our fees are competitive when compared solely against other professional money managers, let alone factoring in the additional financial planning.
If you are looking for personalized financial clarity, we invite you to contact us today