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A process centered around you

You have dreams; we have the expertise to help you make them a reality.

Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals.

Our process is designed to empower you to take charge of your next steps. By the end, you'll have a solid financial plan rooted in enduring principles and surrounded by a team of specialists to help guide you on your journey. 

You'll also gain insights into tax-saving measures, estate planning solutions, retirement income planning and investment opportunities.

To make sure every T is crossed and every I is dotted as we take care of your wealth, we follow a disciplined step-by-step process.

Meet & Discover  

We start by getting to know you. Great relationships start with a conversation. I take a unique approach to financial planning. Instead of solely focusing on the financial aspects, I prioritize understanding the lifestyle issues that need to be addressed. My method involves asking a series of questions to gain clarity on your vision and values, work/business, financial comfort, home, lifestyle and family  Let's work together to create a comprehensive plan tailored to your needs.

Plan 

Once we understand your needs, goals, and preferences, we can go about developing a wealth management plan specific to you that leverages sophisticated, time-tested strategies. 

At this meeting you will be presented with a:

• Personalized 2-Year Roadmap 
• Investment Strategy 
• Service Plan 

Put your plan into action

When we get your go-ahead, we bring all the pieces together and connect you with relevant members of our extended RBC team to put your customized plan into action. 

Change is inevitable, and we are here to guide you through it. We review your situation and accounts regularly to make sure your financial objectives are being met, and we adjust as needed.