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

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields