Leveraging a team approach to serving clients
Our experience has shown that the myriad of ways to manage significant wealth can exceed the knowledge base of one Financial Advisor. That's why we embrace the value of a team approach to address every client's unique challenges and opportunities.
We plan for and address the complexities of wealth management by drawing on vast resources within RBC Wealth Management. Additionally, we also work closely and collaborate with our clients' other personal professionals to help guide the implementation of a fully integrated plan, including attorneys and CPAs.
