A Disciplined Process

Identifying Solutions Together

Your financial advisor follows a planning process to help you work through key wealth management issues. This may include increasing your wealth without taking on uncomfortable risk, preserving your wealth for your loved ones and gifting wealth wisely to charity during your lifetime and through your estate at death. Together you’ll review and prioritize the issues that pertain to you and your family. In turn, your financial advisor will develop an action plan and timeline to help you move forward.

Gathering information

Your family’s success begins with a thorough discovery process to understand your financial needs, your family and business circumstances and your current financial arrangements.

Applying strategic thinking

Your financial advisor will lead the private wealth team of experts through a strategic client review, engaging RBC experts in an in-depth evaluation of your current financial situation. Your review allows us to uncover opportunities and identify solutions to help you meet your goals, simplify your life and ultimately ensure that you are taking steps to prepare for the financial future you most want to enjoy.

With access to the global resources of RBC, our experts have the flexibility to work with trusted internal and external partners to expand financial opportunities for you.

Implementing and monitoring solutions

Together with your financial advisor you will decide which of the recommended solutions to implement to address your wealth management issues.

Over time we will methodically review and monitor your family’s wealth management plan to help ensure it continues to meet your objectives and evolves as your needs change.

Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC