Claude Desjardins

Wealth management is a great responsibility.

It starts with active listening, and an understanding your needs, goals and values. An investment process, discipline and philosophy will guide us toward your success.

My mission
For more than 25 years, my mission has been to give sound investment advice, and provide effective customer service that matches the wealth management offering with the client’s needs and personality. Specializing in the management of family wealth of $500,000 and more, I choose among the vast range of products and services on the market and use them to ensure your financial security, in keeping with your personal goals. My duty is to listen to you, understand your needs and use my experience to serve you, so you can attain your financial objectives.

Investment experience
As a financial advisor, I help my clients and their families reach their personal and financial goals, such as preparing for retirement, providing for their children’s education and future, or carrying out projects that are important to them. My team and I place the client’s interests at the heart of our decisions. We will do everything we can to ensure your experience with us is enjoyable and successful. We are your partners, and our success depends on yours. Our high availability, attentiveness, strong sense of duty and drive for success set us apart. Our goal is to be the best for you.

“In all financial matters, it is very important to have the strength and, above all, the time to wait, the time to develop a strategy.”
– Paul Desmarais

“Our lives are defined by opportunities, even the ones we miss.”
– Benjamin Button

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

Growing assets for future goals like retirement
Maintaining assets to protect financial well-being
Creating an income stream for retirement
Creating a lasting legacy

View transcript & Disclaimer

Do you ever find yourself asking questions like, how can I manage my family's higher tax burden and lower our taxes? How can I reduce the financial risks facing my family? How can I maximize my after-tax retirement income? How can I leave a greater legacy to my family and charity? If you're asking questions like these, you may have reached a stage in life where your financial affairs have become more complex.

That's where wealth management can help. So, what is wealth management? Wealth management is a term often used synonymously with investment management. But it's actually much more than that. Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall wealth plan.

This includes investing, financial planning, tax minimization strategies, retirement planning, business succession planning, wealth protection strategies, and estate planning. Essentially, wealth management looks at everything you need to address your various financial concerns at each stage of your life, from building your wealth for future goals like retirement to converting your wealth into a tax-efficient retirement income to transferring your wealth to the next generation.

One of the most important benefits of wealth management is that it's a coordinated approach. That means that you have one key advisor who links in experts from other areas. For example, RBC wealth advisors each specialize in different areas, such as investment management, financial planning, or private banking. But they work together to make sure their clients have the benefits of all of these different areas of expertise.

And at RBC, each of our wealth advisors also has the support of the RBC wealth management services team. The RBC wealth management services team has over 200 tax, legal, and financial experts all focused on helping RBC advisors manage their clients' wealth.

So what is wealth management? Ultimately, wealth management is really all about helping you make sense of the greater financial complexity you face and giving you greater confidence in your financial future. If you would like to learn more about how you can benefit from wealth management, I invite you to contact your RBC wealth management advisor.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.