Discovery

We gain an in-depth understanding of your current financial situation and goals to inform our strategy selection and customize our relationship to suit your needs.

Focus of this stage
Your current situation
Goals & objectives
Risk tolerance
Income needs

Proposal

We present personalized investment recommendations that reflect your unique objectives, risk tolerance and current and future income requirements, as well as integrate your tax circumstances and estate planning needs.

Focus of this stage
Investment management
Investment Policy Statement
Financial planning
Tax planning
Estate planning

Implementation

We build your customized portfolio and put your investment plan into action. We introduce our extended team of RBC Wealth Management Specialists to address any remaining concerns, as needed.

Focus of this stage
Implement strategies
Monitor, measure & adjust
Semi-annual reviews
Monthly statements
Quarterly reports
Frequent contact