We recognize that you have established several meaningful relationships over the years, both personal and professional. We integrate ourselves into your existing financial network by working with your CPA, Attorney, Trust Office, and other professionals external to RBC Wealth Management. We understand that evaluating the counsel of several individuals is daunting. We will act as your principal relationship manager, pulling together each of your outside resources. This ensures consistency and that your wealth management strategy corresponds to your other financial needs. As your Primary Advisor, we are your advocate, connecting you to the right people and resources.

 

In addition to working with your network of external professionals, we also have access to an internal network of world-class experts. As a team, we will work with you to identify, quantify, and prioritize your short- and long-term financial needs to customize a strategic analysis of your overall portfolio.

 

Insurance Consultant – Specializes in employing insurance-based strategies and solutions. This includes long-term care insurance, term life insurance, irrevocable life insurance trusts and survivorship life insurance. Our Insurance Consultants also specialize in wealth transfer and estate planning.

 

Wealth Management Consultant – Addresses the investment and retirement-planning needs of high net worth individuals. Our consultants also provide expertise regarding endowments, non-profits and foundations. They also conduct research to locate and recommend the most appropriate money managers for each unique situation.

 

Retirement Plan Consultant – conducts extensive research on retirement plan providers who can best meet clients’ needs. Our Retirement Plan Consultants also assist in servicing our client’s retirement plans. They are involved in the creation and maintenance of Investment Policy Statements, investment monitoring, plan design, and portfolio consulting.

 

Credit and Lending Consultant – Provides recommendations on how to help clients use collateralized securities to meet a variety of goals, including real estate purchases, bridge financing, construction financing, and leveraging of investment portfolios. Our Credit and Lending Consultants are also involved in structure and initiating all aspects of the loans and lines of credit written through International Wealth Management.