Four steps to wealth management

Managing your money, making it grow, protecting it and using it to your best advantage can take considerable time and expertise. This is why many affluent people and families depend on our team for expert assistance. Our experienced team will work with you to develop strategies and deliver personalized solutions for accumulating, protecting and transferring wealth—in addition to using your wealth to help create an income stream during retirement. Our methodical approach to providing wealth management services can help simplify your life.

Understanding your financial objectives

We begin by asking questions to help us learn about your current financial situation, what you want to accomplish in the future and how you feel about risk. We may also ask about family dynamics that may be important.
This step is essential to developing a comprehensive, effective wealth management plan.

Developing smart, time-tested strategies

Based on the information you provide, we analyze your unique personal and financial needs, then match your objectives to appropriate strategies.
This step is crucial, because it helps us define how we are going to help achieve your financial goals.
 

Implementing creative solutions

Drawing on the vast resources of a global leader in diversified financial services— the Royal Bank of Canada*— we customize a solution set to help meet your specific long- and short-term needs.
This is the step where we deliver world-class products and services tailored to your unique financial goals.

 

Providing timely, on-going service

Markets change over time. But your life—and your needs—may change, as well. So we regularly monitor the performance of your wealth management plan and check in with you periodically to make sure we still understand your financial objectives (see step one).
This is the step that helps us ensure your financial objectives are being met—and make adjustments as necessary to keep your wealth management plan on track.