Philip Dean

A disciplined approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. It combines sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

• Understanding Your Financial Objectives — Listen to understand you and your financial objectives.
• Gathering Your Current Financial Information — Gather specific information on your financial picture.
• Developing Smart, Time-Tested Strategies — Analyze your financial and personal information to match your objectives with sound strategies.
• Implementing Thoughtful and Creative Solutions — Develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
• Providing Timely, Ongoing Service — Regularly review your situation to help ensure your financial objectives are being met.

RBC Wealth Management Online

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Let's take the next step together

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