How we get there

Our process revolves around you. We often will start by preparing a Personal Needs Analysis, which provides a comprehensive picture of your financial condition. Using this as a guide we will recommend a variety of individual securities, money managers and mutual funds to fulfill your investment needs. We also look at your insurance needs, estate concerns and charitable gifting questions. If we cannot help you directly, we will refer you to someone who can.

 

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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Aaron Gallardo

Trust Consultant


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Judi Rana

Wealth Management Consultant


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Matt Kirby

Credit Solutions Consultant