- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Live well in retirement
- Retirement planning
- Retirement checklist
- Simplify complex financial affairs
- Wealth management process
- What is wealth management?
- Family wealth management guide
- Optimize your business
- Business planning
- Business owners guide
Corchis Wealth Management
At Corchis Wealth Management team of RBC Dominion Securities, we are committed to delivering outstanding, personalized service to each of our valued clients. Our mission is to provide you with absolute clarity, in what can often be a confusing financial world.
We provide our clients with personalized investment strategies and access to the industry-leading RBC Wealth Management Services Team, who can assist with additional planning and needs, including:
- Minimizing taxes
- Organizing your estate in a tax-efficient manner
- Protecting your families wealth for the future
- Wealth planning for business owners in advance of transfer or sale
With 24 years of experience as an investment advisor, Rob offers his clients the highest level of personalized advice and service in the industry. Rob relocated to Chatham from Windsor in 1994, and continues to build strong ties to the community through service work. As the team's investment strategist, Rob prides himself on being a knowledgeable student of the markets. He is committed to his clients and their financial success through every life stage, from growing wealth to legacy creation.
Associate Advisor and Financial Planner
Jeff joined RBC in 2006 and brings with him 15 years of experience helping individuals create personalized wealth management strategies. Jeff coordinates all aspects of wealth management for the clients of Corchis Wealth Management of RBC Dominion Securities, focusing on financial planning, tax minimization, and estate planning strategies.
Kathy acts as the team's principle advisor on all administrative requirements. She plays a vital role in the daily servicing of client's needs, fulfilling a variety of requests and acting as a liason with all the firm's operational departments.