As affluent clients, we understand that your wealth management needs are unique and require a personalized and rigorous approach for you and your family.
We are committed to providing you with a wealth management service that meets your highest expectations, offering you our expertise and, most importantly, our RBC Family Office Services expert team for :
- financial planning to develop your customized financial plan;
- planning for affluent clients and business owners;
- estate planning to guide you in matters of insurance, disability, and succession protection;
- estates and trusts to advise you on wills, mandates, powers of attorney, and legal strategies.
We also work closely with your accountant, tax specialist, lawyer, and notary to implement your strategy. Above all, we collaborate closely with you to build a thriving relationship of trust.
We invite you to contact us for more information about our wealth management services.
