CAPITAL MARKETS

Liberty Partners

Safeguarding Your Financial Assets

Since we all depend on this technically sophisticated financial system — and participate in it every day — you may be wondering what we are doing to help ensure cyber security.

Safeguarding the privacy of our clients’ personal, business, and nancial information is a responsibility we diligently uphold. is may come as no surprise. As careful stewards of the wealth entrusted to our care, we are equally committed to — and equally rigorous in — our approach to online data security.

Our firrm along with RBC follow comprehensive privacy and security practices in compliance with laws and to support our commitment of trust through integrity in everything we do.

In addition to stringent privacy practices, we employ a diverse range of technologies and security procedures to ensure safety, confidentiality and reliability of information and transactions. This includes using secure socket layer encryption, authentication protocols, firewalls, computer anti-virus protection, data integrity systems and online safety mechanisms.

We also employ a comprehensive security organization, including a security operations center with a global mandate, real time monitoring, and dedicated incident response capability, backed by extended teams around the world.

We will never, under any circumstances, send you an unsolicited e-mail that includes a link or phone number asking you to update or verify your account details or other personal information. To ensure that your privacy and information remain con dential, we will use encrypted e-mail when we correspond with you when applicable.

When we receive an e-mail request with instructions for your account, even if it sounds legitimate, we typically will follow up with you directly using the phone number on file to confirm the instructions.

Be assured that we will remain vigilant in our efforts to protect your privacy and safeguard your personal, business and financial information. Additional information regarding RBC’s privacy and information security practices, including specific security measures, can be found on our website as indicated below.

We also recommend our clients take precautions to protect themselves. The website below also includes steps you can take to ensure a safer online experience.

RBC privacy and security

http://www.rbc.com/privacysecurity/us

INVESTING

Tactical Asset Allocation

Tactical Asset Allocation

Tactical asset allocation anticipates market forces — now and for the future

Tactical asset allocation is a more dynamic, forward-looking form of asset allocation that seeks to adjust asset allocations to expose investors to capital building and to capital preservation opportunities based on macroeconomic and leading indicators for various markets, sectors and asset classes. The effects of globalization, market volatility and rapid economic changes over recent years have created renewed interest in this form of asset allocation.

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RETIRING

Retirement Plan Solutions

Retirement Plan Solutions

Liberty Partners We recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a...

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SPENDING

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GIVING

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