What’s included in your relationship with us?
We are pleased to offer you a wide range of investment and wealth management services,many of which are complimentary to you as a valued client.
Strategy
● Develop your individually tailored wealth management strategy
● Build customized portfolios designed to meet your investment goals
● Establish your needs for tax, estate, insurance and charitable gift planning
● Provide research, commentary and information on specific holdings, markets or economies
● Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
● Introduce, as appropriate, a full suite of services from our RBC partners
Enhanced wealth management services
● Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
● Comprehensive financial planning (Compass Financial Plan)
● myGPS™ Wealth Management Opportunities Report
● Will and estate consulting
● Insurance-based wealth enhancement assessment
● Business succession planning
● Corporate re-organization advice
● Family wealth management