Advisory Programs

Your time is valuable. While you may want to make your own portfolio management decisions, you may be too busy to know every detail about individual securities and may not have the time to evaluate all the pros and cons regarding whether to buy, sell or hold an investment. That’s where we can come in.

Our objective is to help you succeed in today’s complex markets and manage your wealth to its full potential. We do this by offering an array of strategic, integrated advisory programs designed to your preferred level of involvement and customized to meet your financial goals.

Your wealth, our experience — See why advisory programs are for you

Client-first philosophy Our clients come first and we act in your best interest when providing investment advice.

Experience Our qualifications include demonstrating personal integrity, superior client service, knowledge and experience to carefully evaluate the investment opportunities and ideas available to suit your needs.

Portfolio management  We take the time to understand your goals, investment preferences, time horizon, risk tolerance and liquidity needs to create and maintain a portfolio that is customized for you.

Timely investment decisions We evaluate and monitor your portfolio to see that it is aligned with your goals. If changes need to be made, or if new opportunities present themselves, we will be ready to act quickly on your behalf.

The resources of RBC Wealth Management As one of the country's largest full-service securities firms, we offer world-class research and wealth management capabilities. Plus, we have access to professionals in estate planning services, retirement planning, insurance, college/education financing and a range of small-business needs.

Advice fee

In a traditional brokerage account, you are charged a commission for each trade. An advisory account functions differently in that you are charged on a quarterly basis based on the value of assets in your account, regardless of the number of trades that have taken place. You have several types of advisory programs to choose from, offering you a variety of benefits. Managing assets in an advisory account may offer operational methodologies that enhance portfolio productivity while improving cost effectiveness.

At RBC Wealth Management, we understand that every financial journey is unique. Our advisory programs are designed to fit your needs and provide you with the tools, guidance and strategies to reach your financial goals.