The benefit of a primary advisor relationship
Successful wealth management requires the skill and coordination of a wide range of professionals.  While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf.  As your primary advisors, we can take the lead role in coordinating the flow of information among your other trusted professionals. 
  • CPA
  • Trust Officer
  • Insurance Specialist
  • Attorney
  • Private Banker

When the time comes, please provide us with the contact information for these professionals.

 
Disclosures

John Fisher, NMLS # 2342206 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.