Our commitment to you


Investment philosophy

Our clients are our first priority and a responsibility we take seriously. We advocate professionally managed money whether in the form of mutual funds or outside money managers, as well as individual securities to address your investment goals. We use our experience coupled with outside research to design an allocation of investments that will help meet our clients’ needs with an appropriate balance of risk and return.
  • Successful investing requires a disciplined process that includes goal setting, developing an appropriate game plan, selecting the proper management, and constant monitoring of both investment performance and client goals.
  • Develop an individual strategy to help you meet you retirement goals.
  • Asset allocation and style diversification can be effectively utilized to help minimize risk and maximize returns.

 Monitoring your progress

  • Annual client account reviews
  • Online account access – to experience our client website first-hand, click the Take A Tour link on the left side of this page.
  • Detailed statements – available online through our online account access website and/or mailed to your home.
  • Quarterly performance reports relative to your goals and objectives, including index benchmarks.

Keeping you informed

Offering you information for the purpose of educating and providing you with practical financial advice is equally important. Through RBC Wealth Management, we are able to offer you access to resources and tools that help inform and keep you current on the latest changes and trends in the financial markets that may impact your financial strategy. For additional information, please don’t hesitate to call.
 

Services offered

  • Wealth Management plan
  • Portfolio reviews
  • Asset allocation analysis
  • Equity & Fixed Income Analysis
  • Retirement Planning
  • Estate Planning
  • Trust Reviews
  • Annuity & Insurance Reviews
  • Timely research
  • Market commentary
  • Quarterly newsletters
  • Educational seminars
  • Coordination with tax professional and attorney
  • Organizational binder for financial documents
  • Website access to current market commentary and timely research