Working with you

The Sports Entertainment Technology Group at RBC Wealth Management assists clients in accomplishing their financial and investment goals. Our client-centric approach is the bedrock of a mutually successful and rewarding relationship. Fundamental to the Sports Entertainment Technology Group’s business philosophy is the idea that the more knowledge and transparent understanding our clients have, the more likely they are to make well thought out investment decisions.

The pursuit for knowledge and understanding is a continuous endeavor. With the strictest confidentiality, we conduct a structured process of interviews and research with our clients. The knowledge gained from this interaction forms the critical foundation of setting financial and business objectives, investment strategies and processes designed to directly target our client’s objectives.

We provide advice and asset management to our clients. Investment of client funds is based upon risk assessment, stated goals, objectives and timeframes. The Sports Entertainment Technology Group develops strategies to preserve wealth, and provide appropriate investment growth and income.

Comprehensive wealth management consists of holistic financial planning and integrated investment management. It is a complex process that involves conducting an extensive consultation of both business and personal financial goals. Once establishing these objectives we analyze the data and develop tactics and strategies to meet stated objectives. The next step is to implement the plan and review performance, making changes when necessary.

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

Michael Ladge, NMLS # 1282411, Brandon Allen, NMLS # 1484492, Joseph Sulentor, NMLS # 1270088, and Shon Saleh, NMLS # 1262337 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.