At Morison Wealth Management of RBC Dominion Securities, we customize strategies for each individual client’s needs and expectations. Our clients are hardworking, often self-employed and successful entrepreneurs or professionals who commit their time to their business or their profession. Through their careers and into retirement they engage our team to oversee the protection and management of their wealth so they can focus on what matters to them — their business, family, friends, hobbies and passions. We can help…
Professionals
- Busy professionals requiring assistance managing their personal and corporate assets.
- Incorporated medical specialists seeking guidance with the many complexities of their personal accounts, corporation, hold co. and family trusts.
- Professional lawyers and accountants looking for a trusted partner to better serve their clients’ diverse needs.
Business Owners
- Successful and busy executives looking to enhance the growth of their wealth.
- Management of assets for business owners who wish to focus on their business.
- Organizations requiring professional guidance to manage investment assets according to specific guidelines.
Retirees
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
- Those requiring guidance to make the most of your registered plans, retirement savings and other income sources.
- Retirees looking for advice on coordinating and planning their estate.
Individuals & Families
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
- Pre-retirees who want to make the most of savings as they approach retirement.
- Philanthropists looking for creative ways to enhance their legacy to a chosen charity.
