Wealth management approach

Our approach to wealth management

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

A disciplined approach

Our process includes:

Identify your investment needs — We begin by listening to understand you and your current situation to help meet your financial goals. Together, we gather specific information on your financial picture.
Developing an investment strategy — Next, we analyze your financial and personal information to match your objectives with sound strategies.
Establish an investment policy statement — We communicate our investment strategy in order to provide you with an understanding of the objectives and strategies.
Create a customized plan — RBC WealthPlan is a tool that helps develop your personal plan using a conversational approach. Through this conversation we can better understand your current financial situation, identify your life goals and determine what steps you can take to meet them.
Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing timely, ongoing service — We regularly review your situation to help ensure your financial objectives are being met.

Wealth management professionals

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.

Sean Gray

Wealth Management Consultant

Sean provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Sean also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

David Brown

Wealth Planning Consultant

David helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. David's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.

Matt Kirby

Credit Solutions Consultant

Matt partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. He provides recommendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.

Tom Nagle

Trust Consultant

Tom specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Steven Mangine

Insurance Consultant

Steven specializes in advising financial advisors and their clients on the uses of insurance solutions in the areas wealth protection and wealth transfer. Steven works with RBC Wealth Management financial advisors to develop strategies and solutions for tax-efficient wealth protection and transfer objectives. He also reviews and evaluates client’s existing insurance solutions to determine appropriateness considering changes a client has realized or contemplating in their financial life cycle.