Value statement
Our Wealth Management Team is goals based and driven by positive outcomes. We focus on providing exceptional service to our clients. The client’s we serve best include successful individuals and their families, businesses and medical institutions as well as foundations & endowments. As a member of RBC Wealth Management’s Institutional Consulting Team (RIC), we provide Corporate Retirement Plan Consulting Services to clients who sponsor Defined Benefit Pension Plans and Defined Contribution 401(k) Plans. Using a prudent investment process, we make comprehensive recommendations designed to reduce the annual operating expense and administrative burden of maintaining a qualified employee retirement plan and can improve results. Our fully transparent, Open Architecture Retirement Plan Advisory process can dramatically improve each plan participant's opportunity for Retirement Readiness and Personal Financial Wellness.
