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
  • Preparing for a major purchase
  • Analyzing your asset allocation
  • Protecting your family or income
  • Planning for retirement
  • Creating a legacy
  • Funding an education
  • Converting wealth to retirement income
  • Maintaining or enhancing your lifestyle

A disciplined approach

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 objectives – We begin by listening to understand you and your financial objectives.
  • 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 regularly review your situation to help ensure your financial objectives are being met.

It all starts with you

Through a dedicated financial advisor focused on serving your best interests, we develop highly effective and customized solutions that meet your needs and objectives now and for years to come. Contact us to learn more about how we can be of service to you.

 

Disclosures

* Professional Trustee services are offered to RBC Wealth Management (RBC Wealth Management)  clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., who serve as trustee.  RBC Wealth Management and RBC Trust are subsidiaries of Royal Bank of Canada (RBC) which operates under the brand name of RBC Financial Group.  RBC Wealth Management and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada.   RBC Wealth Management will receive compensation in connection with offering these services.  Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee.  RBC Wealth Management does not provide tax or legal advice.  All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Bryan Pedersen, NMLS # 1920479 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.