What we look for in a client

Having a mutual desire to work together is paramount to the success of the Conner Wealth Management Group. More important than asset or income opportunity, we thoughtfully screen potential clients so we have the right fit. We want our clients to share our commitment to one or more of the three pillars that represent us, both personally and professionally:

Attitude — Belief that comprehensive wealth planning is the key to taking care of the people in their lives; a desire to accomplish a passion greater than themselves; and/or pursue continued learning experiences.

Asset quality — Our clients need to possess an asset level that allows them to take full advantage of the capabilities of RBC Wealth Management and the opportunities available to them through our team’s unique process.

Advocacy — As we are advocates for our clients by helping them navigate the complexities of the financial markets and comprehensive wealth plans, we likewise ask that our clients be advocates for us.

 

 

Keys to a successful relationship: Mutual responsibilities

Working together is essential to effective investment planning. To this end, both Client and Financial Advisor need to make financial strategies a priority, agree to keep each other informed of any new developments that might affect our strategies; will agree to take the time to regularly review your plan; will be honest, and forthcoming about financial situations and will work to develop mutual trust, respect and understanding.

Keys to a successful working relationship: What you can expect

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.
We will:

  • treat you with respect, honesty and dignity
  • act as your consultant and family financial steward, putting your interests first
  • strive to acquire a complete and accurate understanding of your goals, and your tolerance for investment risk and your time frame
  • explain the implications of the strategies we propose
  • update you by email, mail and phone
  • meet with you regularly to review your plan

Keys to a successful relationship: What we expect

Effective communication and mutual respect are essential to a successful working relationship, so we expect:

  • trust
  • respect
  • honesty
  • complete disclosure
  • sincerity
  • commitment

We expect you to understand that our recommendations are always based on your best interest. As our client, you need to know that all investment advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process. Finally, since the growth of our business is achieved through qualified personal recommendations, we hope you will give us an honest opinion of our services and introduce those services to others.

 

 

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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