Coordinating on your behalf

Successful wealth management requires the skill and coordination of a wide range of professionals. While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf. Even though you have a team of highly trained professionals, you may not want to be responsible for keeping the lines of communication open between them.

The Tearse-Shermoen Group has experience taking the lead role as a primary advisor in helping you accomplish your financial goals. This includes partnering with your:

  • CPA
  • Attorney
  • Trust Officer
  • Private Banker
  • Insurance Specialist

The Tearse-Shermoen Group is able to manage your professional relationships for you and has the freedom to choose from a wide variety of products and services to deliver optimal wealth management solutions.

With access to RBC’s global resources, the Tearse-Shermoen Group also has the flexibility to work in concert with trusted internal and external partners to expand financial opportunities for you, including holistic recommendations regarding growing assets, managing risk, creating a retirement income and creating your legacy.

The benefit of a primary advisor relationship