Wealth management approach
Value oriented, tax efficient, fee based, wealth management for high net worth individuals, families, trusts, foundations and charitable organizations.
Our approach begins and ends with you:
- Where are you and your family in your financial life?
- Are you early in the wealth accumulation cycle, or in the later stages – seeking capital preservation, risk mitigation and income?
- Do you have children who will need to fund an expensive college education, and how can you afford that while saving for retirement?
- Are you interested in tax efficient, generational wealth transfer solutions, or looking to ensure a comfortable retirement is adequately funded?
These are only a few of the questions that help us develop a disciplined strategy for managing your wealth and guiding you through the ongoing process of evaluating your financial needs and making adjustments to your investments as necessary.
Trust services are provided by third parties. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee. 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.
