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


David Brown

Wealth Planning Consultant


Matt Kirby

Credit Solutions Consultant


Tom Nagle

Trust Consultant


Steven Mangine

Insurance Consultant