My typical clients include:
- Growing families seeking professional guidance around financial education, increasing their wealth and tax smart investing
- Successful business owners and self-employed professionals who need help managing personal and business assets and succession planning guidance
- Separated or divorced women looking to establish their individual financial plan
- Busy executives and professionals looking to free their time to focus on personal and career goals
- Widows who would benefit from sincere advice on how to maximize their after-tax retirement income and establish an estate plan for their family and loved ones
- Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
- Pre-retirees who want to make the most of their retirement savings as they approach retirement
- For more information about how I help these types of clients, please visit my Who Joëlle Serves page
Backed by the century-old tradition of RBC Dominion Securities - Canada's leading full-service wealth management firm- you can be confident that you will get the professional advice and services you need.
Contact me to find out more about how our innovative investment, financial, tax, insurance, and Will and estate planning can help you enjoy your success today as you build and preserve your wealth.