Commitment to results
Every plan must be tested, reviewed and refined. The results meeting is where we evaluate progress, assess outcomes and ensure your RBC WealthPlan remains aligned with your evolving goals and investment policy statement.
Life changes, markets shift and priorities move. Our structured review process helps your strategy adapts with precision. Collaborating with you on the strategy through disciplined oversight.
What to expect
During your results meeting, we will:
- Review portfolio performance and progress toward stated objectives.
- Reassess life and business changes that may impact your plan.
- Evaluate risk exposure and tax efficiency across your holdings.
- Discuss changes to the portfolio since the last meeting.
Meeting frequency:
Our commitment is ongoing. Depending on your goals and complexity, reviews may occur:
- Quarterly: tactical check-ins to monitor near-term results and make timely course corrections.
- Annually: comprehensive reviews evaluating long-term performance, lifestyle changes and future objectives.
Between reviews, we remain in communication to address opportunities, market shifts or evolving needs as needed by our clients on a case-by-case basis.
