COVID-19: How RBC Wealth Management is helping clients. Learn more
As the world moved increasingly online during the early days of the pandemic, we helped our clients stay connected by launching new digital tool. This includes our new secure client website and applications to help clients open accounts and sign documents safely from home. We received top marks in a new category, Client Onboarding Tools.
Especially during times like these, it's important to have the support and resources of a highly stable wealth management firm. In addition to investing in new digital capabilities, we have continued to invest in our industry-leading wealth management services.
In the report card, we received the highest scores among bank-owned firms in all wealth planning categories, including support for: Developing a Financial Plan for Clients (9.5), Wills & Estate Planning (9), Tax Planning (8.8) and Insurance Planning (9.2). We also led in two key categories important for servicing clients with more complex financial situations: Products & Support for High-Net-Worth Clients (9.5) and Support for Discretionary Portfolio Management (9.3).
If you need personal guidance with your investments, one of our full-service Investment Advisors would be happy to help. Whether you're investing for a business organization or yourself, an Investment Advisor can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options.
As Branch Director at RBC Dominion Securities, I would be pleased to introduce you to an Investment Advisor located near you. Please feel free to contact me today.
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Associate Branch Director