The Benefit of a Primary Advisor Relationship

Coordinating on Your Behalf

Successful wealth management requires the skill and coordination of a wide range of professionals. Although each specialist may excel in their individual field, their work can directly influence the strategies and results of others working on your behalf. Even with a team of highly qualified professionals, you shouldn’t have to manage the collaboration and communication between them on your own.

JL Wealth Management can take the lead role in helping you accomplish your financial goals. This includes working with your:

  • CPA
  • Attorney
  • Trust officer
  • Private banker
  • Insurance Specialist

JL Wealth Management can seamlessly manage your professional relationships while leveraging a wide variety of products and services to deliver optimal wealth management solutions.

With access to RBC’s global resources, we collaborate with trusted internal and external partners to expand your financial opportunities–offering customized strategies for growing assets, managing risk, generating retirement income, and building your legacy.

We encourage you to experience the benefits of working with a primary advisor for yourself. Contact us today to learn more!

Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, we are committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact us today to discover how we can be of service to you.

Bill Pay

As part of our services, we can help manage your bill payments on your behalf, helping ensure they are paid accurately, securely, and on time. From household expenses to larger financial obligations, our team streamlines the process so you can focus on what matters most, knowing your day-to-day financial commitments are handled with care and discretion.