We assist clients with constructing and implementing a blueprint for achieving their financial goals now, in retirement and for future generations. Accountability and transparency are important to us, and our approach to planning and managing their assets is thorough, ongoing and personalized. We begin with an extensive discovery process to identify and quantify each client’s specific needs. We then apply sophisticated planning analysis to build customized investment portfolios tailored toward helping them reach their unique goals.
Our clients have accumulated significant assets and are looking for a team of experienced professionals to take on the responsibility of growing their assets while mitigating risk. These clients can be successful business owners or executives, charitable foundations, families with multigenerational wealth or hard-working people who have accumulated wealth through disciplined saving.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Read the Global Insight Monthly »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about the Bailey, Burns & Redford Wealth Group.
Fri Mar 24 18:08:00 GMT 2023 | Atul Bhatia, CFA
Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.
May 10, 2022
Social Security: At a glance
February 12, 2024
January 9, 2024
Municipal market insight