Client Centric Approach

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Discover

Every situation is different, so it is imperative for us to have a robust understanding of you and your goals.  We gain these insights through our in-depth on boarding process which identifies your priorities while also assessing your appetite for risk.

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Analyze

Once we have a better understanding of your goals, we do a deep dive into your current state to identify any gaps or weaknesses. To complete our analysis, we review your current investment structure, insurance coverage and estate plan. After the completion of our analysis, we create an action plan highlighting how we will work together to fill the gaps and strengthen your financial foundation.

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Implement

A plan without action is just a dream. Once we come to a mutual agreement on your roadmap, we start coordinating and collaborating with our industry partners to execute on the different aspects of your wealth plan.

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Monitor

We know that life moves quickly and is constantly changing. That being said, we set up regular touch points to review our progress and ensure that you’re still on track or if need be, pivot to make any necessary changes

What does Wealth Management mean?

Your investment portfolio is just one key part of your wealth management plan. To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.