A differentiated approach

Superior service

• Access to an investment team with more than 100 years of combined investment experience
• A four member team with familiar voices available during stock market hours and beyond
• Referrals to other professionals within our network
• Meeting with extended family to provide education on investments and processes
• Access to RBC Wealth Management business succession planning and trust services
• Periodic invitations to exclusive client events

Wealth and goal planning

• A comprehensive wealth plan based not on investment products, but long-term goals
• A thorough review of existing estate documents, such as wills and trusts, along with an account registration and beneficiary review
• Creation and execution of a written cash flow and budgeting plan to support income needs both before and during retirement
• Charitable Gift Accounts through the American Gift Fund at RBC—gifting highly appreciated assets to create a legacy while you are alive and gone

SMART investing

• A cost-efficient investment philosophy utilizing advisor-managed accounts
• A compliment to your existing portfolio with our experience
• Unique investment opportunities such as private placements, alternative investments and Socially Responsible Investing
• Tax considerations
• Upon approval from client, ongoing consultation with client’s tax advisor and attorney to see the proper tax reduction, trust/estate planning and foundation strategies are utilized
• Delivery of tax documents directly to your tax advisor
• Required Minimum Distribution planning from retirement plans

Private banking*

• Access to premiere banking, mortgages, card services, and credit access lines
• Free checking linked to your investment accounts