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Dustin Friesen investment adviser with RBC Dominion Securities.

Investment questions answered with Melfort RBC

Jun 13, 2016 | 10:52 AM

In today’s world, it’s easy to feel overwhelmed. Life is busy with work, kids, commuting—never mind trying to find time to relax. It’s no wonder our money and investments often take a back seat. Who wants to sit down with a spreadsheet after a long day?

Unfortunately, not making time for your finances can be more stressful than dealing with them head-on. Putting it off can keep you up at night as your mind runs through the same questions over and over. ‘What should I do with my inheritance? Do I have enough to retire? Should I sell my farmland or rent it, and what should I do with the farm to earn maximum returns in the future?’ But you don’t have to lose sleep, and you certainly don’t have to make those major decisions alone.

Dustin Friesen, an investment advisor with RBC Dominion Securities, can answer your questions and help you meet your financial goals with his proven, disciplined approach to wealth management for individuals and families with complex needs.

Within moments of sitting down with Friesen, the depth of knowledge and passion for his work is obvious.

Dustin Friesen meeting with a couple.

“Clients come to me because I’ve spent my entire career not only going through the good and bad times of investing, but researching those trends, learning from previous recessions and the phases between them, and following investments through those cycles,” Friesen says.

The average person doesn’t have time to study the markets and trends, or to analyze how volatility affects them. And he knows that, thanks to human nature, people often have a hard time keeping emotion out of investing, which is key to success in the long term.

“I’ve seen people who invest without professional guidance lose a hundred thousand dollars in minutes,” Friesen says. “It’s one of the reasons I got into this business, to help prevent those terrible, life-changing decisions.”

To help protect his clients, Friesen uses a conservative approach that stands up to today’s rollercoaster financial world.

“With my experience and knowledge I can help my clients grow their wealth no matter how unstable the markets get,” he says.

Friesen understands that it can be intimidating to go see a financial advisor. He promises a visit for a consultation isn’t a commitment, but only a fact-finding mission.

“Getting started is very simple,” he says. “Clients come in and we find out where they’re at now, what they’ve done in the past, what their immediate, mid-term and long-term goals are, and the levels of risk they’re comfortable with. Then, because I offer a comprehensive service, we go over Wills and estates, and discuss insurance.”

Friesen promises that a visit for a consultation isn’t a commitment.

Some clients come to Friesen with concerns about a multi-generational business like a farm where the investment of money, passion and years of work need to be protected, and where the interests of future generations need to be considered.

He also sees clients who are planning for retirement and who want answers to the two most important questions: When can I retire, and how much will I have per month once I retire? Friesen can work with all of these clients to help them create a plan for the future.

Once Friesen knows what his clients need, he develops a customized investment portfolio just for them. He stays in touch regularly so they know exactly where their money is and how well it’s working for them.

No two clients are alike, says Friesen, so it’s important to work with an advisor from a firm that has access to the widest variety of solutions and resources.

“That’s what you get with RBC Dominion Securities.”

This article is supplied by Dustin Friesen, an investment advisor with RBC Dominion Securities Inc. (Member–Canadian Investor Protection Fund). This article is for information purposes only. Please consult with a professional advisor before taking any action based on information in this article. Dustin can be reached at 306-752-8174 or dustin.friesen@rbc.com.