In all honesty, we were a little surprised by the breadth of services that RBC offered us. It is nice to know that the people that you're working with are working in tandem as a team.
In my heart, I believe that we're helping to solve problems that they'll hopefully never know existed.
One of the unique things that we bring in our approach in wealth management services is our ability to combine tax, legal, and investments all into one conversation. Holistically approaching all three of them allows us to really have a unique view on our clients' wealth.
They are part of a great team. We have best professionals working with our team from lawyers, accountants, business evaluators.
And someone who helps you think through how you own your assets and what you ultimately want to do with them for yourself and your family over time.
I'm a chartered accountant and chartered business evaluator.
I was 33 years with one of the big four accounting firms. And my expertise is tax laws on both sides of the border.
I have a very special interest in disability law. I myself have five children. I have one son that has disability. I can work with families that have children or family members with disability and help them in quite a special way. It's a great job.
When you have this deep knowledge in technical expertise that can be brought together into a planning exercise. You get the best of both worlds. You get someone who has that broad base knowledge who can orchestrate what is needed. And there are individuals that have the deep base planning that we can bring into the equation.
There's always a benefit to having one person look at your entire structure and look at your whole situation from a bit of a higher level and ensure that everything is really in place and that everything works together.
The term financial plan often suggests financial, but obviously, a financial plan is really a plan to meet personal objectives. So it's really important that when we meet with the client that we have a good understanding of what's important to them.
They come up with answers, or they will find the answers. It's just crazy. I mean, there's just no way we could have accomplished without the wealth management team where we are today. We'd never be this far.
And you can't put a price in this.
And that's the reward that you can't measure. It's just what makes me want to get up the next morning to help more families.
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