1. 1 | RBC Dominion Securities
RBC Dominion Securities Inc.RBC Dominion Securities Inc.
Eddy Mejlholm, CFP, CIM, FCSI
Wealth Advisor
Personalized professional financial guidance
that maximizes your potential

2. Eddy Mejlholm, Wealth Advisor | 1
Eddy Mejlholm is a Wealth Advisor who helps individuals,
families and their associated organizations to integrate
their personal, organizational and financial goals by using
a thorough planning process and implementing smart
growth strategies. Eddy does this by using individualized
risk-analysis and evidence-based investment portfolios
personalized for each client.
Financial professionals often use industry jargon that can
mystify money matters. Eddy uses plain language so you
can make the right choices for you and experience the
calm that implementing a sound plan can bring.
Recognized as one of the leading Wealth Advisors
in the Fraser Valley, Eddy Mejlholm provides
a comprehensive range of wealth
management services designed to your
unique specifications.

3. 2 | RBC Dominion Securities
Eddy Mejlholm follows a
disciplined five-step process
to keep you on-track to
achieving your goals. He
keeps everyone focused on
what’s important – helping
you live life the way you
want to live it.
A disciplined
process
is the key
1. Introduction
Eddy will introduce you to the
wealth management services he
provides, not just during the first
meeting, but on an ongoing basis as
your needs evolve and new services
become available.
2. Discovery
Together, you and Eddy 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, Eddy will analyze your
financial and personal information
to match your objectives with smart,
time-tested strategies.
4. Solutions
Eddy will develop thoughtful and
creative solutions tailored to your
objectives, drawing from a wide
selection of world-class products
and services.
5. Service
Eddy will regularly review your
situation to ensure your financial
objectives are being met in light of
your changing needs.
Who Eddy Mejlholm can help
• Clients who have little time and
want someone else to manage
the details
• Clients who want peace of mind
knowing their finances are well
managed and being looked after by
a team of competent professionals
• Clients looking for a consultative
approach rather than a
transactional approach
• Clients looking for a long-term
relationship with their advisor
• Clients undergoing or preparing
for life transitions such as
retirement, business transitions,
pension buyouts, family changes,
estate matters, or other changes
• Clients growing their wealth
rapidly via professional success,
stock options, signing bonuses
or other windfalls

4. Eddy Mejlholm, Wealth Advisor | 3
A refreshing and straightforward
approach to wealth management
Eddy is pleased to offer you a wide range of investment and wealth management
services, many of which are complimentary to you as a valued client.
Investable assets Services provided
$250,000 –
$500,000
• Financial plan to address your particular needs (modular plan may include retirement
projections, estate plan, tax planning, income planning, education funding, etc.)
• Determine risk level and build customized portfolio
• Provide research, commentary and information on investment holdings, markets and
economy, including Global Insight access
• Ongoing personal guidance with annual in-person review with email and phone on demand
• Quarterly portfolio monitoring and rebalancing
• Safekeeping and custodial services, including multi-currency accounts
• Automated transactions if required, including electronic funds transfers
• Annual tax reporting package
• DS Online providing 24/7 account access
• Consolidated account viewing of all RBC accounts
• Access to local Estate Planning Specialist to review and recommend risk management
solutions and insurance-based wealth enhancement options
$500,000 –
$1,000,000
• Develop an Investment Policy Statement
• Access to RBC Financial Planning Specialist to prepare a complete financial plan covering
all major areas of personal finance
• Semi-annual in person review with email and phone on demand
• Charitable gift planning
• Multigenerational planning
$1,000,000 –
$5,000,000
• Access to RBC Will & Estate Consultant who can do a review of all of your legal estate matters
and provide personalized recommendations
• Access to RBC Financial Planning Consultant who can prepare a complete financial plan
covering all major areas of personal finance, including analysis of trusts, corporate finances
and advanced tax planning
• Quarterly review with email and phone on demand
• Business succession planning and corporate reorganization advice
$5,000,000 + • Monthly review with email and phone on demand
• Access to RBC High Net Worth Financial Planning Consultant**
• Access to RBC Capital Markets specialists
• Access to Private Banking services
**
High-net-worth-financial planning consultant available for assets over $20,000,000

5. 4 | RBC Dominion Securities
Putting you first with
a team approach
Eddy Mejlholm, CFP, CIM, FCSI
Wealth Advisor
Eddy Mejlholm offers a wealth
of experience as your investment
advisor.
Eddy has worked in the financial
services industry since 2005,
after several years in the
telecommunications industry. He
obtained his Certified Financial
Planner (CFP) designation in 2007.
In addition to many financial
industry qualifications and training,
including the Chartered Investment
Manager (CIM) and Fellow of the
Canadian Securities Institute (FCSI)
designations, he has a Bachelor of
General Studies and an Advanced
Certificate in Management Studies
from Thompson Rivers University.
After growing up in nearby Surrey,
Eddy has lived in Chilliwack since
2008. He has been married since
2003 and has three sons. The family
is very involved in their church, the
local YMCA and other charities. They
also love the outdoors and can often
be found biking, hiking, running,
canoeing and camping around BC.
Eddy is passionate about giving
his clients comprehensive
guidance and realistic sustainable
recommendations based on their
needs. He cares deeply about his
clients’ well-being and seeks to
develop long-lasting relationships.
As Eddy’s client, you will receive timely service and professional advice through his
team approach. Each team member focuses on different areas of client service, so
you get the assistance you need when you need it.
Amanda Koller
Associate
Amanda Koller works together with
Eddy Mejlholm to ensure you receive
timely, efficient service.
Amanda joined RBC Dominion
Securities in 2013 after she
received her Bachelors of Business
Administration from the University of
the Fraser Valley. Amanda has 10 years
of experience in customer service,
including financial services.
Amanda uses her proven skills to
assist with the daily management
of client accounts, providing
ongoing client communication and
acting as the primary contact for
administrative inquiries. It is her
commitment to service and attention
to detail that allows Eddy to focus
on advisory services, knowing that
clients’ administrative needs are well
cared for. Amanda is also dedicated to
ongoing learning and has completed
several industry training courses with
an aim to further her knowledge and
abilities.
Amanda enjoys spending time
with friends and family, enjoying
the outdoors and baking. She also
volunteers with Bowls of Hope, a local
charity that provides food to young
children.

6. Eddy Mejlholm, Wealth Advisor | 5
Extended wealth
management services team
Financial planning
Depending on your needs, Eddy can
provide a financial plan designed to
help you build your financial future or,
if you have more complex needs, an
in-depth financial plan that leaves no
stone unturned.
Will and estate consultation
A professional Will Estate Consultant
works closely with Eddy 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.
Helping you manage your investments is just one way Eddy can
assist you with your overall financial concerns. In addition to
investing and money management, he offers assistance with
financial planning, insurance strategies, and Wills and estates.
Insurance strategies
A highly qualified Insurance Specialist
works with Eddy to help you create
and preserve your wealth. Eddy
follows a comprehensive process to
assess your needs and, if appropriate,
recommends tax-exempt insurance
products that will help you achieve
your wealth management objectives.
Professional network
Eddy also offers 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, Eddy
would be pleased to work together
with them.

7. 6 | RBC Dominion Securities
The resources of
Canada’s leading wealth
management firm
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, we
have the expertise and resources
you need.
As a member of RBC, Canada’s
largest financial institution, Eddy
also offers access to a complete
range of financial services.

8. Eddy Mejlholm, Wealth Advisor | 7
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a
member company of RBCWealth Management, a business segment of Royal Bankof Canada. Insurance products are offered through RBCWealth Management FinancialServices Inc. (“RBCWM
FS”), a subsidiary of RBC Dominion Securities Inc. When providing life insurance products, Investment Advisors are acting as Insurance Representatives of RBC WM FS. ®Registered trademarks
of Royal Bank of Canada. Used under licence. ©RBC Dominion Securities Inc. 2016. All rights reserved. 16_90809_TS7_001
Take the next step – contact Eddy today
for a complimentary consultation.
Eddy Mejlholm, CFP, CIM, FCSI
Wealth Advisor
604-701-0901
eddy.mejlholm@rbc.com
RBC Dominion Securities
9296 Main Street
Chilliwack, BC V2P 4M5
www.eddymejlholm.com