An in-depth planning process

Wealth management is a disciplined process, not a single transaction. Your vision of the future—what you want your life to be like and what is most important to you—is the cornerstone of this process.

We take you through a careful series of steps to design a financial plan for the life you envision. Once your detailed plan is in place, you'll have a road map to guide all of your financial decisions and simplify choices that are often complex or overwhelming.

Prepare well

  • Learn about your family
  • Identify your vision, goals and values
  • Review your current financial situation
  • Assess your liabilities and risks
  • Understand your risk tolerance
  • Develop a comprehensive, goal-oriented financial plan for growth, preservation and wealth transfer strategies
  • Coordinate with your outside tax and legal advisors

Invest well

  • Discuss, modify and agree upon your financial plan, and invest assets accordingly
  • Provide access to the RBC Wealth Management platform of services and capabilities
  • Set up estate, trust and philanthropic components
  • Offer access to lending services
  • Develop a risk plan that includes appropriate insurance coverage
  • Manage costs and tax efficiency
  • Perform ongoing asset management

Live well

  • Track and evaluate performance
  • Adjust portfolio as needed in response to market conditions and life events
  • Set and follow guidelines for liquidity and asset allocation
  • Provide ongoing oversight and advice

Contact us

We would value the opportunity to speak with you and answer any questions you may have.
Please contact us