Content

Commitments to our clients


Professionals that care

  • We are in business to serve our clients
  • Our client's best interest is at the heart of everything we do
  • Customized plan for each client that evolves as time and needs change

Access to our team

  • Establish a communication plan to meet client expectations
  • Direct contact information to every member of our team
  • Response to inquiries within 24 hours

Tools to simplify your life

  • 24-hour internet access to view accounts and research
  • Check-writing and VISA debit/credit card for accounts
  • Automatic payments of authorized expenses and electronic transfer of funds

Synergistic partnerships

  • Access to global resources at Royal Bank of Canada
  • Collaborated efforts with client's other trusted advisors
  • Introductions to our strategic partners (if needed)

Transparency in fees

  • Full disclosure of all underlying expenses for our services