James S. Lin

Helping you grow more than wealth

Wealth management approach

Using a goals-based wealth management process, James takes a long-term approach to investing to help clients achieve their wealth planning and financial goals. He develops strategies integrating retirement savings, college savings, credit solutions and investment management. Through a process of understanding their unique situations and values, James gets to know clients on a personal and financial level to build a relationship based on collaborative trust and understanding.

James works with successful professionals, families and small business owners to develop customized wealth plans designed to help them reach their financial goals. He balances the client’s needs against their risk appetite and utilizes his background in finance and the resources and experience of RBC Wealth Management to help his clients with planning for retirement, establishing a legacy and transitioning wealth to future generations.

James begins all client relationships with a conversation to learn more about the client’s family, investment philosophy, financial goals they want to accomplish, investment philosophy and their definition of financial success. From that conversation, James leverages the resources of RBC Wealth Management to develop a wealth plan designed to address each client’s financial needs. Periodically, James will meet with clients to discuss any life changes that may require plan adjustments to help keep them on track to achieve their financial goals.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 925-949-5213, james.lin@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.