Understanding Wealth Management
Your Objectives Come First
How Wealth Management
Works
Implementing The Wealth
Management Approach
n Determining your net worth
Our approach integrates your objectives
into a personalized plan that can be
updated as life changes occur. We combine
sophisticated investment planning tools
with professional resources to help match
your objectives with customized solutions.
The process includes:
n Analyzing your asset allocation
n Understanding Your Financial
Using this process, you and your
financial advisor integrate your
objectives into a personalized,
regularly-monitored plan that helps
us make sure you stay the course. No
financial objective is too simple or too
complicated for Wealth Management —
it is simply a way of making sure you are
satisfied. Only after understanding your
objectives will we use our knowledge,
experience and access to financial
professionals to deliver the solutions
needed to help reach your objectives.
Our first priority is to help you
achieve your financial objectives.
Our disciplined approach to wealth
management is designed to identify
strategies to accumulate, protect, convert
and transfer your wealth based on your
financial goals, which may include:
n Planning for retirement
n Funding an education
n Maintaining or enhancing your lifestyle
n Preparing for a major purchase
n Protecting your family or income
n Creating a legacy
P
ro
o na
l We a l t h M a n a
Accumulating Wealth
Transferring
Wealth
My
Financial
Goals
Information — By gathering specific
information on your financial picture.
Strategies — By analyzing your financial
and personal information to match your
objectives with sound strategies.
ge
me
nt
Growing Assets
Creating a Legacy
n Gathering Your Current Financial
n Developing Smart, Time-Tested
n Converting wealth to income
si
fe s
Objectives — By listening to you and
understanding your
financial objectives.
Protecting
Wealth
Managing Risk
Contact your financial advisor to discuss
which solutions will help you meet your
financial objectives.
n Implementing Thoughtful and
Creative Solutions — By developing
customized solutions tailored to
your objectives, drawing from a wide
selection of world-class products and
services.
n Providing Timely, Ongoing Service —
By regularly reviewing your situation
to help ensure your financial
objectives are being met.
Converting Wealth
to Income
Creating Retirement Income
RBC Correspondent Services and RBC Advisor Services, divisions of RBC Capital Markets, LLC, provide custody services for accounts managed by your financial
advisor. The referenced product and/or service is made available through that relationship.
© 2012 RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved.
6881-CAS (12/12)