At RBC Wealth Management, we recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a business competitive. As a full service brokerage firm with access to a wide variety of non-proprietary retirement products, RBC Wealth Management is positioned to implement a retirement plan solution that helps to meet your company’s and employees' needs and objectives.

 

Our experienced retirement consulting team assists in finding the right retirement solution for your company. These experts know plan design options, service vendors, and the latest products. As a team, we work with you during each stage of the retirement plan process. 

 

* Assistance with a written Investment Policy Statement

 

* Assistance with investment reviews

 

* Analyzing asset allocation with you

 

* Delivering on-going customized education

 

* Consulting individual employees on request

 

I feel that a critical part of the service process is providing employee investment education and service. They are your primary contact for taking advantage of the benefits provided by our wealth management process.