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Home Community Discussion BoardsBulletin BoardOff TopicThe Woo Group RBC Wealth Management Approach

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Julie Evans

Joined: Apr 23, 2014
Posts: 1 (view all)
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Country: Ireland
Province/State: Dublin
City: Dublin
The Woo Group RBC Wealth Management Approach
Apr 23, 2014

Our disciplined approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.

Understanding Your Financial Objectives — We begin by asking questions to understand you and your financial objectives.
Determining Smart, Time-Tested Strategies — Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful, Creative Solutions — Using these strategies, we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing Service — We periodically review your situation to help ensure your financial objectives are being met.

Wealth Management Professionals
The Wealth Management Professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.

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