RBC Wealth Management supports library endowment review

RBC Wealth Management representatives joined Marshfield Associates in presenting the annual endowment report to the Washington County Free Library Board, reflecting RBC’s ongoing role in supporting the library’s investment activities. No changes to the existing financial services engagement were noted.

Document date · January 18, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

The minutes indicate an active relationship with RBC Wealth Management in support of the endowment but do not specify renewal dates or formal amendment actions.

Document type

Minutes

Source document

Washington County Free Library Board of Trustees Minutes 2023-01-18

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Washington County Free Library?

Rbc Wealth Management was awarded this financial services contract by Washington County Free Library, as recorded on January 18, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Washington County Free Library Board of Trustees Minutes 2023-01-18 (Minutes), dated January 18, 2023 from Washington County Free Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Rbc Wealth Management hold?

Rbc Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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