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rbcwealthmanagement.com
Sign in
Important information
Home
About
About our team
Working with a CFP®
How we work with you
Client experience
RBC Private Wealth
Offerings
Wealth transfer planning
Women and wealth
Responsible investing
City National Bank
Insights
Market commentary
Contact
How we work with you
Individuals
Complete an in-depth confidential review.
Ascertain your financial goals, both short term and long term.
Uncover your biggest obstacles to reaching your financial goals.
Determine the best course of action to help obtain the peace of mind that you need and deserve.
Non-profit organizations
Design and review Investment Policy Statement.
Develop an asset allocation strategy.
Select and monitor independent, outside money managers.
Find and implement the right retirement plan, whether it be a 403(b), a 457, a 401(k), or another plan.
Establish a plan to help meet any and all cash flow needs of the organization.
Help the board establish benefits for executive directors as well as other key employees.
Facilitate an appreciated stock gift program as well as various other fundraising strategies.
Small business owners
Identify the financial goals of the business owner.
Find, implement, and monitor the best retirement plan for your business to maximize tax deferral and provide the most flexibility, while striving for superior performance.
Relieve yourself of many of the legal responsibilities associated with being the plan's fiduciary.
Create the best structure to synergize personal and company investments.
Find the most advantageous approach within D.C. law to selling or transferring businesses.
Assist with personal life insurance needs as well as on any buy/sell agreement.
Corporations
Free comprehensive review of your current retirement plan.
Identify the right plan with the right administration at the right price.
We are non-proprietary; we don't sell plans, we find the most appropriate.
<p>RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.</p>