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

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.