Our wealth management process

Building wealth requires commitment, intentional action, and a dedicated passion to help people succeed. A typical process includes:

Step one

Introductory Meeting

We will start with an introductory meeting to identify your needs and goals and identify the values that we can bring by working together.


 

Step 2

Data Gathering

The next step is to get a full picture of your investment assets and to onboard your relevant accounts.



 

Step 3

Planning

Wealth planning is an important part of the process because it allows for a high quality investment plan but also gives investors insights when making financial decisions in their life.

RBC WealthPlan »

Step 4

Proposal & review

 We'll develop a tax-considerate proposal and taking into account your personal preferences.

Step 5

Implementation

We'll put the plan into action.

 

Step 6

Review

Along the way we'll meet to to adjust investment allocation and update your wealth plan.