What we do and how we do it

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Wealth planning with RBC WealthPlan and eMoney
  • Establish goals
  • Determine risk
  • Create investment strategies
  • Create net worth statement
  • Track portfolio results
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Retirement income planning
  • Integrate WealthPlan goals when creating plan
  • Maximize income
  • Minimize taxes
  • Identify solutions to meet income needs
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Personalized asset management
  • Personalize your portfolio to meet your growth, income and security needs
  • Review progress
  • Option Strategies
  • Employee stock planning and compensation
Real Property Strategies

Real property strategies
  • Identify cash flow opportunities
  • Diversify your portfolio
  • Investment property financing
  • 1031 exchanges

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Portfolio and asset risk
  • Protect your financial security
  • Enhance after-tax wealth
  • Provide non-asset based solutions
  • Minimize estate taxes
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Tax considerations
  • In conjunction with your tax advisor, we can identify strategies to protect your wealth and minimize the impact of taxes
  • Personal and business
  • Maximize charitable giving
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Estate and legacy planning services
  • In conjunction with your attorney we identify strategies to protect your estate and family
  • Simplify estates
  • Minimize liabilities
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Business planning
  • Plan for the efficient and most advantageous transfer of your business
  • Protect interest
  • Key person insurance
  • Commercial banking

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Liquidity and liability planning
  • Securities-based lending
  • Mortgages
  • Business financing and leasing
  • Budgeting
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Education planning
  • Identify cost of higher education
  • Implement structure for tax advantaged strategies
  • Tailor investment portfolio to meet needs

 

Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Jason Burkett, NMLS # 2093253 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.

Read additional advisor disclosures.