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Collaborative Relationships

A Team Dedicated to Your Success

At RBC Wealth Management, establishing and maintaining a long-lasting collaborative relationship with you is a top priority. This relationship serves as the foundation of the successful work we do together. 

A primary relationship manager

Your financial advisor works with you and your family to gain a deep understanding of your specific financial circumstances and goals to recommend strategies and solutions geared to your unique needs. By learning the details of your present situation, future aspirations, family dynamics and feelings about risk, your financial advisor is able to:

  • Guide you financially through important events in your life.
  • Integrate your objectives into a customized plan.
  • Update your plan as your needs mature or change.

An extended team of experts

To help deliver the high level of creative problem solving you expect and deserve, your financial advisor engages professional wealth management team members who specialize in developing a plan to address a variety of complex issues facing families with significant wealth. The outcome includes strategies to support your goals for wealth accumulation, wealth protection and wealth distribution during life and at death.

Professional collaboration

Your comprehensive wealth management plan also requires skillfully managing the many professional relationships you already have. As the primary relationship manager, your financial advisor represents you and your family’s best interests while orchestrating the efforts of the team of wealth management professionals and your other professional advisors (such as attorneys, tax professionals and accountants).

These collaborative relationships have allowed us to help generations of families manage their assets and protect their wealth. In fact, the majority of our clients have come to us through referrals from other clients or through the professionals with whom we partner.
 
 

Let RBC Private Wealth work for you

Families with $5 million or more with RBC Wealth Management will benefit from the collaborative relationships, planning expertise and personalized solutions offered by RBC Private Wealth. Contact a branch director in your area and ask to speak with a financial advisor specializing in private wealth.

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