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. Our process includes:

  • Understanding Your Financial Objectives - We begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information - Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies - Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • 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.
Disclosures

These services and information are provided by Royal Bank of Canada and its affiliates, including RBC Capital Markets, LLC, a wholly owned subsidiary of Royal Bank of Canada. Services provided by affiliates are subject to their terms and conditions, including credit approval.  Credit specialists are employees of Royal Bank of Canada.  RBC Wealth Management and/or your Financial Advisor may receive compensation in connection with offering or referring these services.  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 you investments should be made in consultation with your independent tax or legal advisor.