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Setting Your Priorities

Match Your Goals To Proven Financial Strategies

Our planning process is designed to give you confidence and a clear path to help you achieve your goals. To get started, your financial advisor will listen to your concerns and aspirations and gather information on your financial position.

A plan to help you move forward

Our approach integrates your objectives into a personalized plan that can be updated as your circumstances change. Your RBC Wealth Management financial advisor combines sophisticated investment tools with professional resources to help match your objectives with time-tested strategies and customized solutions.

Solutions to help meet your needs

Your financial advisor will recommend solutions that help meet your needs now and in the future. Whether you’re concerned about saving for retirement, minimizing taxes, financing a home, funding education, transferring wealth - or all of the above and more - you can be assured of personalized attention to your most pressing goals.

Helping you stay on track

Once you're on the path to meet your goals, your financial advisor will provide timely, ongoing service. This includes a regular review of your situation to help ensure your financial objectives are being met.

Find answers

Through the planning process, your financial advisor can help you find answers to these and other questions about your finances.

  • Am I saving enough to meet my goals?
  • When can I afford to retire?
  • Will my money run out?
  • Am I paying more in tax than I need to?
  • Are my assets working as hard as they should?
  • Will I have the money to fund college?
  • Is my estate in order?
  • When should I exercise my employee stock options?
  • Can I afford to make a substantial charitable contribution?

A full range of solutions

Our financial advisors are able to offer a full range of solutions including stocks, bonds (U.S. government, municipal and corporate), mutual funds, limited partnerships, insurance, annuities and other investment products.


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