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.

Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

With change comes questions

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