Bird Elinesky Schuett Private Wealth Management understands that attaining a certain level of affluence creates new opportunities but also increases your financial complexity. Through an in-depth and personalized approach, we will work with you and your other professional advisors to address the financial opportunities and challenges you face. The result is a comprehensive wealth management plan tailored to your needs.
Our comprehensive approach to wealth management encompasses financial planning, investment management, tax minimization, wealth protection, insurance and estate planning. We recognize that complex issues arise for individuals with substantial assets and we provide appropriate solutions for:
- Accumulating wealth and growing your assets
- Protecting your wealth by managing risk
- Converting your wealth into an income stream
- Farm / business succession
- Transferring wealth to your heirs and creating a legacy
- Socially responsible investing
Thank you for your interest in Professional Wealth Management at RBC Dominion Securities. You can be confident that you will receive the professional advice and service you deserve.
Please browse our site and contact us for more information on how we can help you achieve your financial goals.