Investment process 

As financial advisors, we provide guidance throughout the investment process. We create customized investment strategies geared toward each client's unique financial goals and social values. Our investment consulting strategies and services include:
  • Assistance With Investment Policy Statement Drafting
  • Customized Qualitative Screening
  • Asset Allocation Structure
  • Shareholder Engagement*
  • Third Party Money Managers Identification
  • Community Investing
  • Performance Analysis
  • Clean Technology Investing
Where Our Values Lead Us
* These services may be offered through entities independent of RBC Wealth Management