Wealth management approach
"What goals do you have that will take time, money and planning to accomplish?"
With this question in mind, we help families organize their financial life and create a plan around four primary areas:
- Wealth Management Plan - Comprehensive assessment of current financial situation and a thorough understanding of future goals to build a roadmap from wealth accumulation to wealth preservation, ultimately aiming to produce a liveable, sustainable income stream.
- Investment Strategy - Understanding what you own and why you own it in order to stay focused on long-term goals.
- Risk Management - Identifying potential financial risks and establishing a plan to address those risks.
- Estate Plan - Coordinate asset titling with estate and legal documents to protect clients' financial legacy wishes.
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.
