Wealth management approach

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:
 

Relationships

RBC Wealth Management Approach extends our client relationships by introducing a Wealth Management Professional Team. The team provides clients with expertise that ranges from estate planning techniques to asset protection strategies. But a truly comprehensive wealth management plan requires the skillful collaboration of the successful relationships already at work for our clients. As the primary relationship manager, we coordinate with our clients, their families, the Wealth Management Professional team, and their other professional advisors such as attorneys and accountants.
 

Expertise

One of the goals of the Wealth Management Professional Team is to provide clients with proactive expertise. Our team works closely with clients to gain insight into their current needs, family dynamics, and future aspirations. It is this thorough understanding of our clients’ situation that allows us to anticipate their needs, proactively uncover opportunities and provide quality advice.

At the core of the Wealth Management process is what we call a Strategic Client Review. The Strategic Client Review is a disciplined approach to reviewing, prioritizing and addressing the 13 wealth management issues that high net worth families commonly face. By engaging RBC’s best strategic thinkers we are able to offer direction and personalized recommendations to address each of our clients’ wealth management issues.

The benefits of the strategic client review include:

 

  • Taking a multi-disciplinary approach to analyzing our clients wealth management needs.
  • Leveraging the competence and experience of each team member.
  • Generating and sharing innovative ideas to accomplish the goals of our clients
  • Integrating solutions to reflect RBC’s best strategic thinking.

 

Solutions

High net worth families face more complex issues and have greater opportunities available than most people. Utilizing our collaborative relationships and proactive expertise, we integrate strategies and solutions from RBC’s global network to not only address the issues clients face, but to also expand the opportunities available to their family.

Our solutions include a complete range of investment, insurance, and banking accounts and products that can help meet the needs of our high net worth clients.

Every service we provide and every solution we offer—through our three core values of relationships, expertise, and solutions—is directed toward helping preserve and enhance our clients’ wealth.

 


The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.

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Wealth Management Consultant


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Wealth Management Consultant


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Wealth Management Consultant


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Trust Consultant


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Credit Solutions Consultant