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Mount-Royal Wealth Strategies Group allows clients to access discretionary investment. This option leaves you free to concentrate on other important things. We manage your portfolio and respond quickly to unexpected opportunities or risks in exchange for one transparent asset-based expense. The customized wealth management plan we create guides our strategy. It is tailored to your financial objectives and determines the allocation of assets and diversification for your portfolio. To get to know you, we start with a thorough discovery process. This allows us to understand your financial situation as well as your future plans. We can then determine what your current and future needs are and create a portfolio to meet those needs. We are driven by genuine concern for helping our clients to understand and articulate their goals. Our focus is on what really matters to them. Mount-Royal Wealth Strategies Group is committed to offering superior services to our clients. Since our first meeting, our focus has been on understanding our clients' needs and anticipating their future, as well as responding to any queries or concerns they may have.