Francis Couillard - Complimentary Second Opinion Service

Gain greater confidence in your investment portfolio with a complimentary, no-obligation second opinion from Canada's leading provider of wealth management services.

Our second opinion service is a four-step process designed to determine if your current investment portfolio is properly structured to achieve your goals.

Step 1: First, we listen to you

Step 2: Next we create an investment plan

Step 3: Then, we undertake a comprehensive analysis of your current holdings

Step 4: We bring it all together

For more information, click here.

Please communicate with us if you would like to learn more about our complimentary second opinion service.

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You have questions regarding financial planning, the management of your investment portfolio or you would like to benefit from our analysis and second opinion service.

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<a href="https://www.rbcwealthmanagement.com/global/en/required-disclosures" target="_blank">Required disclosures</a> <a href="https://www.rbcwealthmanagement.com/global/en/research-resources" target="_blank">Research resources</a>   In Quebec, financial planning services are provided by RBC Wealth Management Financial Services Inc. which is licensed as a financial services firm in that province. In the rest of Canada, financial planning services are available through RBC Dominion Securities Inc.