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Dr. Lista

Dr. Lista

Dr. Frank Lista's financial requirements were clear-cut.

As founder and chief physician of The Plastic Surgery Clinic in Mississauga, Ontario, Dr. Lista needed a single contact to help manage his personal and practice finances, to make it easier to look after his day-to-day and long-term financial needs. He needed someone who understood the unique and often complex financial issues that are characteristic of medical practices.

For Dr. Lista, time is and was always at a premium.

As a busy practitioner and family man, he had little time to devote to managing his varied banking, borrowing and investing needs. He needed a knowledgeable and trusted partner to provide the best financial solutions to help secure his longer-term financial objectives.

The prescription for Dr. Lista: RBC Plan for Professionals.

This plan offers tailored solutions designed with busy health care professionals in mind - professionals such as Dr. Lista who need to finance expansion of their practice, fund operating expenses, manage investments, and have convenient access to day-to-day banking services. And best of all, the plan includes an RBC Relationship Manager to look after both personal and practice finances.

Dr. Lista's Relationship Manager, Lynda McKoy, is an industry expert, trained to understand the specific financial needs of health care professionals. And because Lynda handles both his business and personal financial needs, she can take into account his total financial picture when making recommendations for long-term planning. She has access to a team of experts within RBC, and can provide him with the most effective information and solutions, enabling Dr.Lista to make the best business decisions.

The RBC Plan for Professionals is a great way for professionals such as Dr. Lista to save time and simplify their financial dealings. "It's a relief to have a financial expert who understands what I do and what I need, and who will help me get there."

For Dr. Lista, RBC's Professionals Plan is precisely
"what the Doctor ordered".

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  Contact an RBC Relationship Manager

Related Links
  Dr. Lista's web site

Learn More
  Financial Planning
  Expanding a Business
  Business Succession & Transfer
09/10/2007 09:39:40