Encompassing All Your Financial Goals
We take a family office style approach to wealth management and are experienced in addressing a wide range of sophisticated financial needs such as:
- Discretionary Portfolio Management;
- Financial Planning;
- Tax Planning;
- Retirement & Estate Planning;
- Insurance Planning
- Setting up of Family Trusts;
- Charitable Giving.
Under the umbrella of the Royal Bank of Canada, we can also provide:
- Private banking services;
- Loans and mortgages;
- Corporate financing;
- Sale of business.
