The Eydt Wealth Advisory Group was recognized with the RBC Partnership Award for their commitment to helping clients in all areas of wealth management including estate planning, banking and lending in addition to investment management. This was the first time a RBC DS Advisor Team had won the award.

 

“True wealth management is more than just managing investments. We focus on understanding our clients' core goals and then deliver a tax efficient plan to bring them to life. This is core to our industry leading planning process, which provides clarity, stability and confidence in all financial areas. The resulting wealth plan allows our clients to enjoy their money without the fear of outliving it.” says Brian of The Eydt Wealth Advisory Group.

Once they’ve built the personalized wealth plan to achieve one’s vision, The Eydt Wealth Advisory Group assembles the appropriate specialists to execute the plan as efficiently as possible.

"We can add value to our client’s situation by enlisting the help of top specialists from around the globe. Specialists in banking, lending, insurance and trusts help us deliver a plan that saves them time and money. Our best in class investment management platform allows us to select top independent portfolio specialists from around the world. We want our clients to benefit from experts in all areas.”

The evening was a great way to celebrate another successful year and connect with colleagues from across the North Shore.