Your time is valuable. While you may want to make your own portfolio management decisions, you may be too busy to know every detail about individual securities and may not have the time to evaluate all the pros and cons regarding whether to buy, sell or hold an investment. That’s where we can come in.
Our objective is to help you succeed in today’s complex markets and manage your wealth to its full potential. We do this by offering an array of strategic, integrated advisory programs designed to your preferred level of involvement and customized to meet your financial goals.
See why advisory programs are for you.
In a traditional brokerage account, you are charged a commission for each trade. An advisory account functions differently in that you are charged on a quarterly basis based on the value of assets in your account, regardless of the number of trades that have taken place. You have several types of advisory programs to choose from, offering you a variety of benefits. Managing assets in an advisory account may offer operational methodologies that enhance portfolio productivity while improving cost effectiveness.
At RBC Wealth Management, we understand that every financial journey is unique. Our advisory programs are designed to fit your needs and provide you with the tools, guidance and strategies to reach your financial goals.
Discover how RBC Wealth Management can help you make informed investment decisions.
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC Wealth Management should be construed as legal, accounting or tax advice.
We generally monitor your advisory account for you as part of our advisory services in accordance with the terms of your advisory agreement with us. Our financial planning services are limited to preparation of a financial plan based on the information that you provide, and do not include ongoing monitoring. We do not provide ongoing monitoring of your brokerage account investments for you.
Incorporate a solid retirement plan as a company benefit to help retain and attract quality employees.
Elevate the impact of your wealth and create positive change for future generations.
Develop an investment portfolio based on personal values to create positive social and environmental impact.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.