Our mission is to empower our clients to take control of their financial life and legacy through active collaboration. A structured approach of collaboration, education and strong relationships allows us to enable individuals to have the confidence to reach their financial goals, understand their financial circumstances and navigate the fluctuating economic landscape through all of life’s celebrations, challenges and changes. We are a generational team that recognizes the importance of truly knowing our clients and our clients truly knowing us.
Empower our clients to take control of their financial life through collaboration. Our reputation of transparency, trust and engagement engenders confidence in both RBC Wealth Management and the Krider Legacy Wealth Management Group.
Our core values
Collaborate with our clients, internal resources and industry leaders to curate cogent wealth plans and achieve client goals.
Allow our clients to feel confident in making decisions about their financial future.
Provide our clients with customized independent information regarding their financial situation with candor.
Embrace change: change in client goals; change in market conditions. Adjust tactics to best serve client needs.
Go beyond the traditional client questionnaire to understand the “why” for our clients.
Develop relationships with clients and partners that brands our team as reliable advisers who will put the needs of the client above all else.