The guidance our clients receive touches every aspect of their financial plan, from saving for college to budgeting for retirement, and from estate tax minimization to legacy planning. We are able to do our best work and offer the most appropriate advice when we have a full understanding of our clients' assets and liabilities, both at RBC Wealth Management and other financial institutions. We ask that our clients provide us with complete information and keep us apprised of any major changes to their situation.
We also believe that instead of maintaining accounts at multiple financial institutions, our clients often benefit from a consolidated wealth management plan with a single advisor. As part of our onboarding process, we will work with you to identify assets that should be consolidated and create a schedule for transferring said assets to RBC Wealth Management.