Wealth Management Approach

My approach to working with clients is combining sophisticated investment planning tools with professional resources in order to match each individual’s objectives with customized solutions. My process includes:

  • Meet and discuss personal and professional background
  • Obtain financial asset details, develop financial asset and liability inventory
  • Discuss priorities/needs/timing
  • Run models to quantify/test reality/feasibility of objectives and goals
  • Develop asset allocation model for each objective, priority specific
  • Review and analyze current assets and liabilities, fit into allocation model, retain/reposition
  • Implement recommendations, financial asset repositioning, liability management account consolidation
  • Estate planning review, legal document checklist, titling of accounts, balancing
  • Disaster protection review, life insurance/impact of loss, disability, liability, life care
  • Establish service expectations, frequency of meetings
  • Interaction with other professional advisors (legal, tax); team meetings

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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Trust Consultant


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Wealth Management Consultant


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Credit Solutions Consultant


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Wealth Management Consultant


advisor

Trust Consultant


advisor

Wealth Management Consultant