Let us help you grow more than wealth

Community Association Services

The board of directors has a fiduciary duty to make decisions based on the best interests of the community they have been elected to represent. As part of this fiduciary duty, a board of directors is likely to engage with a licensed and experienced professional to guide them in this decision making process.

In addition to community association managers, accountants, attorneys, engineers, and other experts, a trusted financial advisor can serve as a valuable member of this professional team of resources. The goal my practice is to preserve association assets while generating additional investment income, minimizing risk, and meeting the liquidity needs of our clients. By making use of my services, the board can function in an efficient and prudent manner that benefits the community.

Private Wealth Management

Beyond services for community associations, I offer comprehensive wealth planning services for individuals and households. The wealth planning process begins with an integrated analysis based on client values, lifestyle, relationships, and objectives. By gaining an in-depth understanding of what is important to each client, I am able to offer sophisticated approaches to planning.

 

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet Nicole and Cindy

Learn more about us.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
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Wealth Management Consultant

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Wealth Strategist

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Senior Portfolio Advisor

Disclosures

These services and information are provided by Royal Bank of Canada and its affiliates, including RBC Capital Markets, LLC, a wholly owned subsidiary of Royal Bank of Canada. Services provided by affiliates are subject to their terms and conditions, including credit approval.  Credit specialists are employees of Royal Bank of Canada.  RBC Wealth Management and/or your Financial Advisor may receive compensation in connection with offering or referring these services.  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 you investments should be made in consultation with your independent tax or legal advisor.

Nicole Bailey is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, ID, IL, MD, MT, NE, NM, NV, OR, TN, TX, UT, VA, WA. California Insurance License # 0N07120.

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