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 "Our Mission is to partner with our clients to help them visualize and then achieve their financial goals and life's dreams. We believe we serve our clients best by delivering to them that which cannot be commoditized: Personalized advice and guidance, customized solutions to their complex problems, and expert implementation of financial plans we help create."
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Comments from RBC Investment Strategy Committee on May 6th's market action
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Developing a Plan: Our relationship with a client starts with the development of a customized, comprehensive plan designed to achieve your long term financial and lifestyle goals. As part of this plan, we cover the investment, insurance, tax and estate planning aspects of every client. Knowing that personal or investment strategies may change along the way, this plan is monitored and reviewed by Richard annually.
Scope of Advice: As our client's Chief Financial Advisor, we co-ordinate the activities of professional advisors such as tax accountants and estate lawyers.
Investment Philosophy: Every person and business is unique; a professional and thorough approach to determining financial needs and goals is needed. We know the importance of listening to you and understanding your specific situation.
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"Navigating the Recovery"
Patricia Croft Sept 2009 Presentation
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For us, full-service means giving you our full attention and utilizing our professional expertise to:
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Manage all your investment needs
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Create and maintain a life-long personalized investment strategy
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Custom-tailor investment recommendations specific to your personal circumstances
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Undertake practical estate and retirement planning services
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Access the complete range of investment alternatives
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Access the many proprietary investment services, insurance services and research found only at RBC Investments |
Professional Wealth Management
Roadmap
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