Dedicated to helping you accomplish your business goals
RBC Correspondent Services & RBC Advisor Services
With the right clearing partner, you and your firm can become more efficient, more creative – and more productive. That’s why your choice of a clearing firm will be one of the most important strategic business decisions you’ll make. Short-term. And long-term.
So, what should you look for in a clearing firm? Should you look for one that’s content just to handle your transactions competently, or should you try to find one that’s proactive in helping you succeed? Do you want a company that “takes on” correspondents as an adjunct to their “real” business or do you want a true partner whose mission and goals are totally aligned with yours?
If you’re more interested in a “proactive partner,” then I hope you’ll strongly consider RBC Correspondent Services. We’re part of RBC Capital Markets, LLC, and have a close relationship with RBC Wealth Management, one of the nation’s leading full-service investment, advisory and wealth management firms. We are totally oriented toward supporting financial advisors in the high net-worth wealth management market – the same market that you and your producers work in every day.
As one of our correspondents, you’ll have access to the same technologies, products and services that have helped RBC Wealth Management financial advisors become some of the most productive in the industry. At the same time, you’ll have a range of resources – including a dedicated relationship manager, client support personnel and help desk support – devoted exclusively to helping you meet your needs.
Please explore our website to see how we’re different. Frankly, I’m confident that once you know more, you’ll conclude that we are the clearing partner you need – now and for the future.