RBC Partnerships Deliver Solutions For Clients

“Partnering is a big part of the culture at RBC. I love being able to bring the best expertise to the table,” Wendy says. “There’s always someone I can work with to answer clients’ questions.” 

While wealth planning can be complex, Wendy enjoys the ability to solve problems with the help of experts from across the firm and RBC. “When I partner with Private Banking or a financial expert from our Family Office Services team, I can answer clients’ questions and give them peace of mind. Working as a collaborative team, we can take the complexity of planning and simplify it for the client,” she explains. 

Helping clients starts by asking the right questions. She says, “I always ask my clients about their priorities, their concerns, what keeps them up at night. Then I can access the right expertise to find the right solution. I’m focused on their needs and how I can help them achieve their financial dreams.” 


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