We believe in the power of planning
In today’s volatile markets, wealth management is no longer just about a consistent rate of return – it is about ensuring that your financial needs at all stages of life are addressed and carried out. To do so, a plan is key. At Foss Wealth Management of RBC Dominion Securities, planning is a team effort. We help affluent families cultivate their wealth across generations. We do this by clarifying your goals before creating an overall strategy.
Our comprehensive planning includes:
- Retirement
- Business Succession
- Complex Trusts
- Planned charitable gifts
- Foundations
- Intergenerational wealth transfer
- Financial, tax, insurance and estate planning.
