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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 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.

We are part of a great team. We have best professionals working with our team from lawyers, accountants, business valuators.

I'm 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 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.

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--

Yeah.

--crazy. I mean, there's just no way we could have accomplished without the Wealth Management team where we are today. I mean, we'd never be this far.

You can't put a price I guess.

It's invaluable.

Yeah, invaluable.

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.

Business is hard. It’s hard.

I mean Craig and I are pretty good at taking risks in retail and we’re pretty confident with the risks we take, but there’s still risks.

RBC has been a game-changer for us in what they’ve done.

They’ve taken us to the next level.

We went to a meeting in Vancouver, and there was a group of professionals there, and we looked at each other and we almost thought we walked into the wrong room.

It’s like, all these people are here for us?

We feel like a curtain has been pulled back and there is a whole set of resources that are available to us, that we weren’t aware of before.

And they have done some financial planning for us that goes beyond simple financial planning, but kind of family planning, estate planning, succession planning, financial literacy for children.

That part is so important.

We’ve got this detailed financial plan now.

Beyond a financial plan, it’s more like a life plan.

And it’s happened because of planning and because of this relationship we have with the people at the Royal Bank.