What others think of us (not a logo or what we think we are)
Core purpose - why we do what we do and why we exist
To do more good for more people.
Whether we were called to this profession or involved in charitable works we strive to make a difference. This requires active participation and talk is cheap - we let the tongue in our shoe do the talking.
Vision - where we are going, and how we'll know we're there
For families all over the world to experience the serenity of being financially fluent.
It is an infinite game for our multi-generational family practice team that arguably we may never achieve however like throwing a starfish back in to the ocean, on a beach with millions of starfish...it makes a difference to that starfish.
Mission - what we do everyday to get there
Live the Golden Rule.
It is a pretty universal principle really - treating others as you want to be treated - and as simple as it seems, it represents tall marching orders for those of us living the human experience. Nevertheless we invite you to hold our feet to the fire as a guiding principle in all we do.
Position - how we are different
Family Enterprise Champions.
We seek to champion the family enterprise advisor philosophy at every opportunity, be it at a cocktail party, podcast, speaking engagement, or indirectly through the advocacy of those for whom we have had an impact. It is that important.
Character - our voice; how we act
We listen, learn, share, and care relentlessly to help families realize independence and dignity.
We are led by a desire for life-long learning and wanting to share those "learnings" whenever we can. Be it lending out resources, connecting people, inviting others to speak/educate, ongoing formal education, reading, we strive to continually finesse and improve our level of thinking. As Einstein reminded us..."we cannot solve the problems we face in life at the same level of thinking we used when we created them".
Reasons to believe
The RBC family offers Canada's richest array of multi-credentialed professionals focused on serving family enterprises.
Thank goodness it is not just our team and rather we are part of a much larger corporate family that is focussed on serving clients by leveraging immense resources in technology, people and innovation to deliver the goods. More heads are better than one...all the time.
