What You Can Expect
Our relationships are built upon the foundation of trust, transparency, and confidentiality.
Whether this will be your first professional partnership, or if you already have a team of experts built around your family, our goal is to integrate our services seamlessly into the systems you already have in place - acting as the quarterback of your financial life.
There are a few steps that you can expect from us should you choose to explore what a partnership with our team would look like.
A Conversation: We would like to get to know you, and you would like to get to know us. Before asking for financial statements, powers of attorney, or tax returns, we welcome the opportunity to see if we would be a good fit for each other. This can be made no more formal that grabbing a coffee with an old, or perhaps new, friend.
A Deeper Discussion: If it is determined that there is a good fit by you, and us, we invite you to have a more detailed discussion with us about your goals, concerns, values, and experiences. We have a desire to understand where you have been, where you currently are, and where you would like to go. Financial statements can be brought to help provide context and additional information.
Putting it Together: Here we will ask for 10 days to review and analyze the information you have provided to us. We will benchmark your current position against the goals you had shared and put together recommendations and strategies to help you achieve them.
Sharing Our Findings: We will take everything we have learned about you, your family, and your goals and present to you our recommendations. This can be done at your kitchen table over tea, or in our office. If you are pleased with our recommended strategies, it is at this point where we will enter into a formal relationship.
Account Opening: We will begin the process of gathering all of your required additional information for account openings and asset transfers from other institutions (if applicable). We commit to keeping you updated each step of the way while accounts are in motion and to keeping our lines of communication open. One of the many benefits of partnering with RBC is the investments made in great technology. These investments ensure this step of the process goes as smoothly, and quickly, as possible.
Implementation: Once the transfers are complete, we will be able to begin implementing our recommendations and solutions - making this the next step forward in securing your financial future.
Monitoring: After implementation, much of the work done behind the scenes is closely monitoring your portfolio, assessing performance and ensuring it is tracking well towards your goals. Beyond the portfolio, we also monitor your behavior and actions as they revolve around your finances. As a trusted partner in your financial life, we feel an obligation to help keep you on track and accountable.
Reviews: You can expect scheduled, formal reviews at an agreed upon cadence through the year. Done virtually or in person, we will discuss the progress made toward your goals as well as any changes to your circumstance, financial or otherwise.
We'll Be There: Of course, throughout the entirety of our relationship, we will maintain an open phone line for any questions you may have - big or small.
