Advice?

o You want advice on your financial plan that covers more than just your investment portfolio

The advisors in the RBC Nanaimo office take a different approach than most other investment advisors.  Our wealth management focus concentrates on the needs of our clients in a number of areas such as how to protect and help your family and how to use your wealth to create a legacy.  We will then work with you to help you create a financial plan.

o You have concerns about protecting your lifestyle and family from financial challenges in the future

We work with you to develop planning solutions that will help you preserve some of the things in life that are important to you.  Our wealth advisors have access to some of the best insurance, estate planning and investment professionals to augment their advice.

o You would like to sit down with an advisor who can actually help you develop a long-term financial plan that fits your life and not just your money

After all, it is not what your money IS that is important, but what your money DOES.  Our wealth advisors have the expertise to help you clarify your goals for the future and then will work with you to build a meaningful plan—one that works for you.

o You are concerned that your money isn’t working for you as well as it could

If you want to build something for the future for your family, your community or perhaps those charities and causes that are important to you, we can help.  We have a team of experts available to give you advice on long-term giving strategies that will turn your success into significance.

o You want investment advice from an advisor who understands that you aren’t interested in short-term, quick fix solutions

Our clients are not looking for quick-fix, short-term solutions but longer term planning.  We also understand how important that “sleeping at night” is when it comes to your investment portfolio.  Our investment approach, tax planning strategies and market information are designed to keep you informed and to take the stress out of managing your money.