Thinking about changing trustees?


Hello

Are you questioning the service you and your trust account are receiving?

In a time of constant mergers, are you looking for a responsible company to provide trust services for you and your family?

Instead of speaking with the “trust officer of the day” at the local bank, by working with  RBC Wealth Management you may benefit from our team approach that includes collaborating with a personal financial advisor and a dedicated trust officer.

Our approach has always been to put our clients first. Our parent company, Royal Bank of Canada has an international reputation for integrity and fiscal security- serving trust needs for financially successful families since 1914.

Most folks become dissatisfied with their trustee due to:

  • The trust’s investments are not performing competitively.
  • The trustee or trust officer is unresponsive, slow or provides inadequate information.
  • Service levels of your trustee have deteriorated due to recent industry consolidation or staff turnover.
  • The trustee is not a professional trust company.  They may be an individual you do not know or get along with.
  • Their fees are not competitive and erode your income distributions.
     

I would be happy to further discuss the many opportunities trust transfers offer. Please click “contact me” below to inquire about a complimentary, no obligation trust review.

RBC Capital Markets, LLC, is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC.

RBC Wealth Management is a division of RBC Capital Markets, LLC. Professional Trustee services are offered to RBC Wealth Management clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., either or both of which may serve as trustee. RBC Capital Markets, LLC, is a subsidiary of Royal Bank of Canada (RBC), and RBC Trust is a division of RBC. RBC Wealth Management and/or your Financial Advisor will receive compensation in connection with offering or referring these services. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice.  All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.


My commitment to you

With over 28 years of experience as a financial advisor, I remain passionate about helping clients achieve their financial goals. I take the extra time and ask the in depth questions to identify those goals and create a plan to achieve them. Understanding that client’s goals evolve at each stage of their lives, I strive to ensure that their assets are deployed appropriately to meet their current needs while preparing for the next stage as well. At RBC Wealth Management I work closely with a team of professionals to orchestrate all elements of the wealth planning process, customized for each client.


Investment philosophy

We are all adjusting to the “new normal” economic environment. Investment opportunities arise when there are significant changes in the fundamental trends of the economic landscape. I believe that “value” is what the next person is willing to pay. My investment philosophy centers on identifying current and potential future trends of an asset class, sector or economy and investing accordingly to protect against or take advantage of that trend. I specialize in tactical investing through fee-based professional portfolio managers.


Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

The next step

To further discuss the many opportunities trust transfers offer, please contact me to inquire about a complimentary, no obligation, trust review.