Keith, Carr Wealth Management Group - RBC Wealth Management

A team approach

To address the complex issues facing high net worth families, we extend our relationship with you to introduce a team of internal RBC Wealth Management professionals. These experienced specialists work alongside us to help you proactively plan for the future. Together we address the wealth management issues that concern you:

Wealth accumulation including the management of investments, liabilities, liquidity needs, retirement plans, stock compensation, and business ownership interests.
Wealth protection including insurance needs, titling of assets and asset protection, as well as trust and estate planning services.
Wealth distribution during and after your lifetime including gifts to family members, other heirs, and charities of your choice.

Client experience

We are deeply honored by the trust our clients put in us to help them achieve their goals. It is a responsibility we take very seriously—which is why we have created a clear and detailed process for evaluating each client and providing customized solutions tailored to meet their particular needs. Our five-step process includes:

Consultation & discovery

We will begin by asking questions to understand you and your financial objectives. Together, we'll identify your goals, values, challenges, risk tolerance and any special concerns you may have.

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Developing an investment strategy

We will analyze your current investment portfolio and the information you provided in the discovery stage to match your objectives with sound strategies. We’ll identify your recommended asset allocation mix and develop a customized investment strategy.

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Presentation of recommendations

We'll meet to present our recommended wealth management approach and customized solutions that may include retirement, family and estate planning services, cash management suggestions, lending opportunities, and more as part of our customized plan.

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Execution of strategy

With your approval on our recommendations, we will begin executing your new investment strategy, opening new accounts, transferring existing assets, and conducting trades that align with your investment goals.

Collaboration and support

As we move forward with our relationship, we will assess your situation and accounts to help see your financial objectives are being met. We will help you set up online account access, schedule review meetings, and proactively contact you if we think repositioning is needed or if there’s an opportunity you may be interested in. We’ll remain connected through the channels you feel most comfortable communicating in and at the frequency of your choice.