Client Service Model

We have a very common sense approach to service-- treat our clients as we want to be treated. We believe that quality service demands the highest ethical standards combined with continued self-improvement and renewal.


Here are our team’s mandates:

Expectations — Deliver client satisfaction, not just client service.

Follow up — It’s not done until the client knows it’s done.

Actions — What we do is far more important than what we say.

Teamwork — (The Law of ‘Countability’): We count on each other and work together to make our clients’ lives easier. We’re all in this together.

Follow through — Honor your commitments to clients and team members.

 

Help you achieve your family’s financial goals

  • Understand your family’s situation, needs, goals and financial objectives
  • Develop a risk-tolerant asset allocation for your investment portfolio
  • Create and execute a personal, comprehensive wealth plan
  • Organize and update your financial documents
  • Explain/disclose fees and expenses and outline the services provided in return
  • Coordinate, review and monitor your entire portfolio of investments
  • Work with your outside professionals (e.g., attorney, CPA, etc...)
  • Contact you proactively regarding anything that might impact your family’s financial affairs

Make your financial life easier

  • Ease of Business: our goal is to make it easy for you to access your account information and assets via an array of RBC Wealth Management services
  • Daily operational and administrative tasks are handled on your behalf and communicated to you via phone or e-mail (based on your preference)

 

Enrich your client experience

 

  • Monthly e-newsletter and periodic updates via e-mail
  • Informative team website featuring timely articles and insight
  • Online account access including bill pay features and paperless delivery options
  • Systematic contact and portfolio review system
  • Incorporation of client feedback into team processes and communications practices

 

Exceed your expectations

 

  • Serve as your primary advisory team and your “go to” resource for all financial matters
  • Team-based effort to ensure client satisfaction and effective communication
  • Build trust with the ultimate goal of lifelong relationships
  • Grow our practice responsibly through client introductions while focusing on existing clients’ wealth management strategies 

 “Well done is better than well said.” Ben Franklin