We review your portfolio performance with you regularly to discuss appropriate changes necessary to keep you on track. As part of that process you will receive detailed account statements, portfolio review statements, transaction updates, and tax reports.
We conduct an exhaustive and rigorous annual review of your financial plan to ensure that it is meeting your immediate, mid-range and long-term expectations and needs.
We are available for clients meetings at your home or office, at our office, or at a Royal Bank of Canada branch close to you.
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