Our Wealth Management Process
Investing is just one key component of managing your overall wealth. You may also need assistance organizing your financial affairs, minimizing your taxes, protecting your family’s financial security, planning your retirement, or creating an enduring legacy. With the support of our industry leading RBC Wealth Management Services team, comprised of legal, tax and financial specialists, we can help you assess your most complex wealth planning needs – and whether you are currently meeting them.
Our wealth management process was developed to provide a comprehensive plan that takes into account both your personal and financial goals. Your plan will be tailored to your unique objectives and can evolve over time to help ensure that it remains a relevant and effective tool to achieve your goals.
