Wealth management approach

Our wealth management approach starts with what you want out of life, for yourself and your family. 

We evaluate where you are relative to your goals so that we can recommend strategies to help get you where you want to be. Together, we then implement our recommendations and watch over your plan so that you can live your life. And we review your financial situation to see that you remain on track to achieve your goals. 

Your goals remain the centerpiece of our recommendations and strategies. 

Our six-step process includes:

Projecting your goals – We begin by listening to you to gain a better understanding of your financial objectives and to determine where you want to be
Appraising assets – Together, we gather very specific information on your financial picture to determine what you have.
Performing a gap analysis – Next, we analyze your financial and personal information to match your objectives with sound strategies. This step helps us determine exactly what you need.
Providing you options – We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Implementing strategies – Your custom plan is put to work.
Review your plan – We will provide timely, service through a regular review of your situation to see your financial objectives are being met. Our service model is customized to each unique client need. 

We invite you to contact us today to discuss how we can put our wealth management approach to work for you.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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.


Wealth Management Consultant


Wealth Planning Consultant


Wealth Strategist


Credit Consultant


Senior Manager


Echelon Wealth Strategist


Trust Consultant