Wealth management approach

Our Wealth Management 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.

  • Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
  • Developing Risk Adverse Strategies for Changing Markets — Next, we analyze your financial and personal information to match your risk objectives with prudent investment strategies.
  • Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives and implement a solution using our proprietary Essential Market Portfolio (EMP).
  • Providing Timely, Ongoing Service — We regularly review your performance and your life objectives to help ensure your goals are met.

Wealth management professionals

The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.


Aaron Gallardo

Trust Consultant


Bill Boehm

Wealth Management Consultant


David Fiacco

Lead, Trust Consultant