Our process

To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.

You may have reached the stage where your financial affairs have become more complex, and you need a trusted professional to assist with managing your wealth.

We can help:

• Busy executives and professionals looking to free up the time they spend managing their investments

• Successful business owners and self-employed professionals who need help managing personal and business assets

• Those who are approaching or in retirement, who want to make the most of their retirement savings and income

• Families looking to tax-efficiently transfer their wealth to the next generation or to charity

• Non-profit organizations who require assistance managing investments according to specific guidelines

We follow a disciplined five-step process in order to provide comprehensive wealth management.

The five step wealth management process:

1. Introduction – We introduce the wealth management services we provide, both today and on an ongoing basis as your needs evolve over time.

2. Discovery – We gain a deeper understanding of your individual needs, goals and circumstances to help clarify your financial objectives. This includes gathering together important financial information, such as statements.

3. Strategy – Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.

4. Solutions – We develop thoughtful and creative solutions tailored to specific objectives, drawing from a wide selection of world-class products and services.

5. Service – We conduct regular reviews to ensure your financial objectives are being met in light of changing needs and market and economic cycles.