Approach to wealth management

Your objectives drive a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to match your needs with customized solutions.
The process includes:
  • Understanding Your Financial Objectives — It begins by our listening to your financial needs and concerns.
  • Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — We’ll conduct periodic reviews of your situation to help ensure your financial objectives are being 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.

advisor

Trust Consultant


advisor

Credit Solutions Consultant


advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Planning Consultant


advisor

Wealth Planning Consultant