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.

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Aaron Gallardo

Trust Consultant


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Bill Boehm

Wealth Management Consultant


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David Fiacco

Lead, Trust Consultant