Wealth management approach

In the not-so-distant past, investment firms focused on helping clients pick winning stocks. While growing your portfolio is an important part of financial security, it’s only part of the picture. At RBC Wealth Management we take a more holistic view — Wealth Management.

“We understand the challenges of managing wealth — and we offer guidance and advice to help you prosper. Let us help you to simplify your financial life.”

Wealth Management encompasses every stage of your financial life:

  • Accumulating 
  • Protecting 
  • Converting 
  • Transferring Wealth

More importantly, it looks at the unique circumstances and goals that drive your decisions in each stage. Wealth Management goes beyond investing to address the more specialized and complex issues that confront people with substantial assets, such as estate planning, trusts, tax strategies, and risk management.

“At the core of Wealth Management is you. Your situation. Your vision. Your values. Your plans. Everything we do is designed to fulfill these objectives. Every decision is made within the context of your big picture — and within the framework of your plan.”


 

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Aaron Gallardo

Trust Consultant


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Marc Goode

Credit Solutions Consultant


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Christine Gehring

Wealth Planning Consultant


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Carolyn Hurley

Wealth Management Consultant


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Cyndy Ranzau

Wealth Strategist