The Client IMPACT model
Services, solutions and strategy
A world-class wealth management experience doesn't happen by chance — it's designed. The Client IMPACT model is our structured approach to delivering the service, solutions, and strategy your relationship demands. Every client's situation is unique, yet all wealth management relationships share a foundation of core needs. Where more specific needs arise, we coordinate with RBC Wealth Management's internal and external partners to deliver thoroughly researched outcomes. Through the IMPACT matrix, we translate your needs, wants, and wishes into a clear, actionable plan.
Core services
Essential services and solutions for a comprehensive approach to wealth management relationships. Internally sourced and managed.
- Wealth planning
- Estate planning services
- Tax considerations
- Income planning
- Cash management
- Asset protection
- Employer sponsored plans
- Asset management
- Insurance solutions
- Liquidity planning
Additional services
Customized services and solutions applied when and where needed. May be sourced internally or by external partners, depending on need and complexity.
- Liability planning
- Lifestyle planning
- Education planning
- Business planning
- Real property strategies
- Philanthropic planning
- Executive services
- Employer stock planning
- Trust services
- Institutional consulting
Advanced services
Personalized services and solutions for discerning situations and specific client needs. Internally managed; all services provided by external partners.
- Private aviation
- Art advisory
- Bill pay services
- Health advisory
- Family dynamics
- Education consulting
- Private security
- Property and casualty
- Foundation support
- Family wealth
