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 individuals and families depend on financial advisors like us for assistance. Maybe you're looking for professional help achieving the results and minimizing risks too? 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 - RBC Wealth Management - as well as our years of knowledge and experience, 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 on-going service - Markets change over time. But your life –– and your needs –– may change, as well. So we review the performance of your RBC 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 see that your financial objectives are being met - and make adjustments as necessary to keep your wealth management plan on track.

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.


Trust Consultant