Financial Security Begins With A Plan

Planning for a lifetime means more than just numbers on a page. Our goals-based process focuses on what matters most to you. Regardless of where you are in life - whether you're just starting out, raising a family or enjoying retirement - our team crafts a plan that charts a direct route to your goals, yet flexes when life throws you a curveball. A team you trust, and a plan you create together, can help you accomplish your financial priorities: growing and protecting your wealth, living well in retirement and creating a legacy to achieve a greater purpose. 

Consultation & discovery

We will begin by asking questions to understand you and your financial objectives. Together, we'll identify your goals, values, challenges, risk tolerance and any special concerns you have. 

Developing an investment strategy

We will review your current investment portfolio and the information you provided in the discovery stage to match your objectives with sound strategies. We'll identify your recommended asset allocation mix and develop a customized investment strategy.

See how we use Total Wealth to aggregate your external accounts for one financial snapshot and RBC WealthPlan to analyze your current financial situation and answer "what if" questions.

Presentation of recommendations

We'll meet to present our recommended wealth management approach and customized solutions that may include retirement, family and estate planning services, cash management suggestions, lending opportunities, and more as part of our customized plan. 

Execution of strategy

With your approval on our recommendations, we will begin executing your new investment strategy, opening new accounts, transferring existing assets, and conducting trades that align with your investment goals. 

Collaboration and support

As we move forward with our relationship, we will assess your situation and accounts to help see your financial objectives are being met. We will help you set up online account access, schedule review meetings, and proactively contact you if we think repositioning is needed or if there's an opportunity you may be interested in. We'll remain connected through the channels you feel most comfortable communicating in and at the frequency of your choice.