Approach to wealth management

Our 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. Our process includes:

Understanding Your Financial ObjectivesWe begin by listening to understand you and your financial objectives.

Gathering Your Current Financial InformationTogether, we gather specific information on your financial picture.

Developing Smart, Time-Tested StrategiesNext, we analyze your financial and personal information to match your objectives with sound strategies.

Implementing Thoughtful and Creative SolutionsWe develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

Providing Timely, Ongoing ServiceWe regularly review your situation to help ensure your financial objectives are being met.

“The more you are willing to share, the more you could benefit in the future from something we talk about today.”

Your objectives come first

At RBC Wealth Management, our first priority is to help you achieve your financial objectives. Our disciplined approach is designed to identify strategies to accumulate, protect, convert and transfer your wealth based on your financial goals, which may include:

  • Determining Your Net Worth
  • Analyzing Your Asset Allocation
  • Planning for Retirement
  • Funding an Education
  • Maintaining or Enhancing Your Lifestyle
  • Preparing for a Major Purchase
  • Protecting Your Family or Income
  • Creating a Legacy
  • Converting Wealth to Retirement Income