- Live well in retirement
- Retirement planning
- Retirement checklist
- Optimize your business
- Business owners guide
- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Simplify complex financial affairs
- Family wealth management guide
Wealth Management Experts
Supporting Nancy and her clients are a team of dedicated wealth management experts. Each subject expert works closely with Nancy to create customized financial planning, insurance and Will and estate planning strategies to help you achieve your unique goals.
Ariel Guigui, B.ADM, LL.B., TE
Will & Estate Consultant
We are pleased to offer complimentary Will and estate planning consultations with Ariel-Charles. Ariel has significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
He will provide you with information on structuring your estate in a tax-effective manner. Following your meeting, Ariel will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. In addition to Nancy's network of RBC partners, Nancy can also help you establish a relationship with trusted legal or accounting professionals. If you have an existing relationship with professionals in these areas, Nancy is happy to work with them to ensure everyone is on the same page.
The expertise of Canada’s leading wealth management provider
As a client of Nancy's, you have access to the resources and expertise of RBC Dominion Securities – Canada’s leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.
Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs. In addition, several banking and insurance services are available through our partners in RBC.
About RBC Dominion Securities
RBC Dominion Securities has been helping investors achieve their goals since 1901.
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services.
Today, RBC Dominion Securities is Canada’s leading provider of wealth management services, trusted by more than 400,000 clients worldwide. Whether you are looking to build your financial future, protect what you have already built or create a lasting legacy for your family, we have the expertise and resources you need.
As a member of RBC Financial Group, Canada’s most trusted financial institution and North America # 1 Safest Bank - as ranked by Global Finance magazine (2010), we also offer peace of mind, stability and access to a complete range of financial services.
Learn more about RBC Dominion Securities by clicking here.