We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals.
 

Keys to a successful relationship: What you can expect

You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning solutions we implement on your behalf.

We will always:
  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time frame.
  • Explain the implications of all recommended wealth management planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Organizer (PFO).
  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
  • Treat you with utmost respect and professionalism. 
 

Keys to a successful relationship: What we can expect

We’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership.  A few other criteria which help define our success include:
 
  • Your commitment to us as your team of Financial Advisors
  • Your trust in our abilities to provide you with recommendations and advice
  • Your complete disclosure about what matters to you most
 
We need you to know that our recommendations are always based on helping you achieve your financial and lifestyle goals. It is important you understand that all investment, tax, estate and insurance advice will be based on the information you provide to us. Therefore, in order for our team to offer recommendations and advice best suited to you, we need you to fully participate in the planning process with us.
 

Keys to a successful relationship: Mutual responsibilities

Having a solid partnership is essential to effective wealth management planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your Personal Financial Organizer.

 
We will always work together in the spirit of mutual trust, respect, and understanding.
 

Core Philosophy

As Financial Advisors at RBC Wealth Management we primarily work for a select group of Business Owners, Executives and Influential Families who we've invited to be part of our practice. These individuals are looking to secure a family legacy and a Work-Option Lifestyle. We've developed and refined a process to simplify and organize all the pieces of our clients' financial life. Through thought leadership, this process manages wealth and risk and allows our clients to look to the future with anticipation and optimism - not apprehension. We call it the S.W.A.N Formula (Sleep Well At Night).

 

 
 

The new face of wealth and legacy

A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.

As the Brexit clock ticks down, what now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our group

Learn more about the SWAN Wealth Management Group

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