Wealth management approach

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions. 
  • Understanding Your Financial Objectives - We begin by asking questions to understand you and your financial objectives.
  • Determining Smart, Time-Tested Strategies - Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions - Using these strategies we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely Ongoing Service - We periodically review your situation to help ensure your financial objectives are being met.

Wealth management professionals

The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.

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Aaron Gallardo

Trust Consultant


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Courtney Duphorne

Wealth Management Consultant


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Paul Fee

Insurance Consultant


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Van Pate

Wealth Strategist