Jeffrey Smithson - Our process

Discovery process

Your story

Understanding what matters to you and your family, how you arrived where you are today, and all elements of your finances.

Your goals

Turning your aspirations into achievable objectives by learning and defining the specific goals you wish to accomplish in your lifetime.

Your concerns

Identifying threats to your financial well-being and developing strategies to address them.

Your opportunities

Taking advantage of opportunities that arise as life happens by enlisting the resources of our extensive professional network, both within RBC and beyond.

Strategy development & implementation

Your team

Achieving your unique goals, while minimizing risk, with a personal wealth management plan. To help minimize taxes, protect your wealth, establish your legacy, and achieve the future you envision, we will bring together the resources you need at RBC and free you from the day-to-day responsibilities of managing your wealth and investments.

Your plan

Helping you minimize taxes, protect your wealth, establish your legacy, and achieve the future you envision by bringing together a team of specialists at RBC Wealth Management. We will also coordinate with your other trusted advisors, lawyers, accountants, bankers, and other financial partners.

Ongoing relationship & guidance

Your future

Meeting your changing financial goals, concerns, and opportunities. Having a plan is only useful if you implement, monitor, and update it when necessary. We will connect with you regularly so that we stay current with what's going on in your life and keep you on track to achieving your unique wealth management plan into the future.

Our process