What’s in it for me?

IT'S A TEAM EFFORT

You have not one, but three people to personally answer your phone call, give advice and help with your questions. Our corporate team puts Estate Planning Specialists, Will and Estate Consultants, and Financial Planning Specialists at your disposal, and we rely on these specialists to work in conjunction with you, your lawyer, your accountant, and other family members. We act as quarterback in ensuring that all the players' are working from the same game plan.

SERVICE PLAN

Our formal Service Plan ensures there will be regular contact and portfolio reviews.  The reviews can be done in person at our office, another RBC DS office, your home or over the phone. Our Service Plan is tailored to you and the frequency of them can be modified in order to better serve you.

WHAT'S IMPORTANT TO YOU?

I think it's safe to say these subjects are the focus of nearly everyone's financial life

  • Planning for retirement, pensions, annuities, RRSPs, RRIFs, TFSAs, and investment accounts
  • Estate plans wills, trusts, life insurance, heirs, and charitable giving
  • Income protection, asset protection, life insurance, disability insurance, and critical illness insurance
  • Assist children college/university, living expenses
  • Assist parents retirement, long-term care
     

The solution to the above issues is a by-product of recognizing the need and then dealing with it. There's value in the expertise we bring to bear when helping you identify and deal with these major interests.

MEASURING SUCCESS

Investment performance isn’t the only measure of success. Our role as Advisors is much broader it includes helping you determine your risk tolerance, allocating to appropriate asset classes, establishing a path through complex financial issues, and establishing integrated tax planning.  

OUR COMMITMENT

Our commitment is to be your Chief Financial Officer and help you with your investment needs and long term financial goals.  We are here to serve you.  

As the COVID-19 situation evolves, the health and safety of our employees and clients remains paramount at RBC Wealth Management. To help prevent the spread of COVID-19, we are temporarily unable to accept visitors and clients at our branch.

While we are taking this precaution to help prevent the spread of COVID-19, we also appreciate that you still need access to professional investment and wealth services from us. Though we are not accepting clients and visitors to our branches and offices, we remain fully operational and committed to providing you with the service you need.

Please feel free to reach out to us at any time by phone or email. We are happy to schedule calls with you to review your portfolio or financial plan, and discuss any other topics that are on your mind.

We also offer a range of secure online services, including:

·       Electronic funds transfers so you can easily move funds between your bank and investment accounts

·       Wire transfers to send or receive money electronically

·       Online account access so you can send important requests to us through secure two-way messaging and link your RBC bank and investment accounts

·       eDocuments so you can receive important documents like account statements, tax slips and trade confirmations online, instead of in the regular mail

To get set up to access any of these services, please email us at david.jaager@rbc.com or call us at 604-257-7405.

The last few weeks have been challenging, but I want you to know that we are here to help. I also want to assure you that we have multiple safeguards in place to protect your accounts.

We will continue to provide updates as this situation evolves, and if you have any questions or concerns, please let us know. Thank you for your continued trust in us.