Your vision taking form
Our strategy meeting is where you vision begins to take form. This stage is collaborative and can take one or more meetings depending on the complexity. During this process we will work proactively with your external partners, CPAs, Estate Attorneys or other professionals as needed to help ensure we are drafting solutions that fully capture your best interests.
Offering thousands of investment products, including many local, regional and international investment opportunities that may not be available from other firms. With Gallantry Wealth Group, you gain access to a world-class organization with a variety of global solutions including investments, insurance and cash management services and solutions designed to provide specific benefits to meet your family’s goals.
Things to expect from us:
- Present a tailored strategy: we will translate your objectives into an actionable solution built into the framework of your RBC Wealth Plan.
- Collaborate with RBC specialists: when needed, we engage RBC's in-house experts and strategic partners in trust, lending, business owner planning and estate services.
- Stress-test scenarios: we evaluate the plan against risks, volatility and tax exposure, refining it until you feel comfortable with the results.
- Prioritize implementation: once the plan earns your approval, we move methodically into execution. Account openings, asset transfers, insurance coordination and all other requirements are put to work.
Next steps after implementation
After joining our client community. We provide ongoing advice, strategy and reviews through our results meetings.
