Our team approach

We’re here to serve our clients and believe in doing what’s right for them. Our objective is to help clients achieve their financial goals by assisting them in developing and executing their wealth management plans so they can focus on what’s important in their lives.

Investment process

  • Listen — We begin by listening to your goals and objectives with respect to education, retirement, charitable giving and establishing a legacy.
  • Evaluate — We conduct an extensive review of your resources with respect to diversification, asset allocation, asset location, and expected risk and return. The evaluation also includes your appetite and capacity to bear risk, investment time horizon, current and projected cash flow needs, your tax situation and the dependability of your income.
  • Recommend — After completing the evaluation, we recommend an investment strategy to help you achieve your financial goals.
  • Implement — We implement the chosen investment strategy with tax considerations and transaction efficiency.
  • Review — We review your wealth management plan to make adjustments, as necessary, for changing life circumstances and market conditions.

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Disclosures

Richard VanDemark, NMLS # 2114355, and Angeline Lavin, NMLS # 2112411 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.