A holistic look at your total wealth picture

 

Our team holds some of the industry’s most coveted designations, which we utilize in conjunction with our decades of experience to service every aspect of your wealth.

 
A compass and map in a hand.

STEP 1

Discover

We start our client relationship with you by taking the time to understand your unique needs, circumstances, and goals, as well as clarifying your financial objectives.

Next step
A person examining a web of data in the air.

STEP 2

Plan

We harness the extensive abilities of RBC Wealth Management’s proprietary financial planning tools to provide you with a detailed blueprint that charts the course to your financial future.

Next step
Two people looking at a tablet in an office.

STEP 3

Manage

We construct a purpose-driven investment portfolio that is aligned with your needs and takes into account your risk tolerance and long-term goals.

Traditional

60 / 40

Alternatives Enhanced

60 / 25 / 15

Next step
People shaking hands in an office.

STEP 4

Collaborate

We work with a network of internal and external partners to provide you with truly comprehensive solutions and support. These areas could include:

Business banking

Credit and lending

Retirement planning

Will & estate planning

Tax planning

Philanthropy

Financial literacy

Healthy aging

Next step
Two people examining a laptop screen.

STEP 5

Review

We meet with you regularly to review your plans and ensure they remain aligned with your current priorities and future needs.

Back to Step 1
 

We start our client relationship with you by taking the time to understand your unique needs, circumstances, and goals, as well as clarifying your financial objectives.

We harness the extensive abilities of RBC Wealth Management’s proprietary financial planning tools to provide you with a detailed blueprint that charts the course to your financial future.

We construct a purpose-driven investment portfolio that is aligned with your needs and takes into account your risk tolerance and long-term goals.

Traditional

60%- Equities

40%- Bonds

Alternatives Enhanced

55%- Equities

5%- Private Equity

10%- Real Estate

15%- Infrastructure

15%- Bonds

We work with a network of internal and external partners to provide you with truly comprehensive solutions and support. These areas could include:

Business banking

Tax planning

Credit and lending

Philanthropy

Retirement planning

Financial literacy

Will & estate planning

Healthy aging

We meet with you regularly to review your plans and ensure they remain aligned with your current priorities and future needs.

Ready to take control of your financial future?

Get in touch