Dial In For Our February Lunchtime Conference Call on Legacy Planning

Feb 07, 2019 12:00 PM - 12:30 PM Eastern Standard Time
Location To Be Determined

We invite you to join us on an informative call covering Legacy Planning with Professional Trustee Services Manager Cathy Walker!

Please dial in at: (866) 305-1457

Access Code: 2631027

 

 

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Welcome

We provide our clients with a sense of financial security and confidence in the high-level, comprehensive wealth management strategies we employ. We begin by taking an individual and customized approach with every client, and put together a thorough plan of action to accomplish their goals for themselves, their families, and the organizations they care about most.


 

 

We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.


eMoney: Putting it All Together

We have invested in a state-of-the-art wealth management system that allows you to have secure access to all of your financial and family information - even accounts held outside of RBC - from anywhere in the world. Your accounts are updated daily, and you will know exactly where you stand on an ongoing basis. To learn about the eMoney soultion, view our Life in a Box video.


 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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