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rbcwealthmanagement.com
Sign in
Important information
Home
About
About us
Working with a CFP®
The RBC Wealth Management difference
Our consulting process
Offerings
Business owner financial services
Portfolio Focus
RBC Private Wealth
City National Bank
Insights
Contact
Our consulting process
Our consulting process
Understanding your financial objectives
— We begin by listening to understand you and your financial objectives.
Gathering your current financial information
— Together, we gather specific information on your financial picture.
Developing smart, time-tested strategies
— Next, we analyze your financial and personal information to match your objectives with sound strategies.
Implementing thoughtful and creative solutions
— We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing timely, ongoing service
— We regularly review your situation to help ensure your financial objectives are being met.