RBC Wealth Management Services team members will work with you and your advisor to turn proposed strategies into actionable solutions. For example, both the Spousal Loan Strategy and the RBC Family Trust are solutions that may meet your personal goal of minimizing tax. Leveraging the experience and knowledge of both your advisor and members of the team, we can assist in determining which solutions can best allow you to reach your family’s goals.
Whether your goals include converting the equity in your business into an enhanced retirement benefit, planning for your children’s or grandchildren’s expenses, or your desire to leave a family legacy, the team members at the Ottawa Preston branch of RBC Dominion Securities can provide advice and suggest strategies to achieve your goals in a tax efficient manner. Any one of our advisors can build on these strategies by suggesting potential solutions, which can then be implemented in coordination with your own tax and legal professionals.
Take a minute to browse our advisors' websites to learn more about how we can help you achieve your goals.