A repeatable process for complex decisions.
We simplify complexity into a plan, implement with discipline, then keep everything aligned as life evolves.
The framework
Discover
Diagnose the full system: assets, liabilities, risks, incentives, blind spots.
Design
Architect the plan using integrated cash flow, tax, estate, and scenario modeling.
Implement
Coordinate execution across RBC's ecosystem—tax, estate, insurance, credit, and banking—so strategy becomes action.
Monitor
Ongoing stewardship: reviews, adjustments, and decision support through life events.
First meeting (simple expectations)
A good first meeting is about clarity, not a pitch: what prompted the conversation, key risks/blind spots, and clear next steps.
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