Your financial needs can be complex. Your wealth management shouldn’t be. Throughout our specialized work with high-net-worth individuals, families and businesses, we have honed a unique process to help address all facets of your financial picture in a clear, simplified manner.
As an additional exclusive offering for our clients, we are pleased to act as a sounding board for your friends and family members. The most important people in your life are important to us, as well. If any of your loved ones are feeling apprehensive about the future, we are happy to sit down with them to share more about our services and hopefully, help them gain greater peace of mind. Here’s an overview of our sounding board process.
Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate corporate entities which are affiliated. *Member Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © RBC Wealth Management Financial Services Inc. © 2020 RBC Dominion Securities Inc. All rights reserved.
