Client IMPACT - services, solutions, and strategy model

Our Client IMPACT services, solutions and strategies are aimed at providing a world-class experience. We intentionally comprise our service model to help meet the needs of our clients and exceed their expectations.

We realize every client’s situation is different but there are several core needs all wealth management relationships demand. In the cases where more specific needs are present, we will coordinate and collaborate with RBC Wealth Management internal and external partners aimed at providing extensively researched outcomes. Our Client IMPACT model applies the service, solutions and strategy matrix to assist us in servicing our clients’ needs, wants and wishes.

 

Description

Service, solution, and strategy

Core 

services
• Essential services and solutions needed for a comprehensive approach to wealth management relationships.
• Internally sourced and managed.

• Wealth planning
• Estate planning services
• Tax considerations
• Income planning
• Cash management

• Asset protection
• Employer sponsored plans
• Asset management
• Insurance solutions
• Liquidity planning

Additional

services
• Customized services and solutions applied when/where needed.
• May be sourced and managed internally or by external partners, depending on need and complexity.

• Liability planning
• Lifestyle planning
• Education planning
• Business planning
• Real property strategies

• Philanthropic planning
• Executive services
• Employer stock planning
• Trust services
• Institutional consulting

Advanced

services
• Personalized services and solutions applied for discerning situations and specific client needs.
• Internally managed but all services provided by external partners

• Private aviation
• Art advisory
• Bill pay services
• Health advisory
• Family dynamics

• Education consulting
• Private security
• Property and casualty
• Foundation support
• Family wealth