Diane J Soucheray - RBC Wealth Management

Diane J Soucheray CFP®

Associate Vice President - Financial Advisor

Bulletin Board

Global Insight: 2012 Outlook

In this special edition of Global Insight we look forward to 2012 and outline a few critical themes, topics, and events that should impact investment portfolios across the globe. Read Now

J.D. Power and Associates Ranks RBC Wealth Management Highest in Investor Satisfaction
We are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms" in the J.D. Power and Associates 2011 Full Service Investor Satisfaction Study^SM. Indeed, receiving this honor reflects our steadfast commitment to putting clients' interests first, as well as our firm’s leadership in restoring the investing public’s confidence in the financial system and markets. View press release.

Value Statement

Work Hard
Strive to be constant in a fluctuating market
Help increase clients peace-of-mind
Give back to the community
Enjoy what I do

I believe that focusing on what is right for my clients will create lasting relationships that grow and change over time. Working with people of all ages and from a variety of different backgrounds means that every client will have different goals and therefore an individual financial plan specially tailored to each client’s needs. As CERTIFIED FINANCIAL PLANNER^TM, I work with clients in a variety of areas such as:

Investment planning through private money managers, mutual funds and asset allocation modeling
Retirement planning: both on a personal basis and retirement plans for small businesses
Insurance review and planning, including annuities
Estate preservation
Charitable giving

My Process

My process when I meet a new client is — first and foremost — to get to know one another. I feel this is an extremely important step. By knowing your goals and dreams, I can start to gather the information needed in order to advise you. Then, as you get to know me, you will start to rely on and trust my advice. This process is ongoing since life brings changes, both that we plan for and the unexpected, so communication between us is critical. After the first step — getting to know more about each other — I will:

Gather your current financial information
Analyze and evaluate your financial status
Develop a financial plan and make recommendations
Implement our plan
Monitor the investments and keep you informed of how our plan is working

Just like the races I train for and compete in, I believe in doing something every day in order to make a difference for tomorrow. Helping individuals and small businesses manage their money is rewarding, challenging and something I’m glad to do every day.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Diane J Soucheray is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, IL, MN, NV, OH, OR, TX, UT, VA, VT, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.