Wealth Management
True wealth management is a holistic approach applied to your everyday life to help you achieve your goals and protect and improve your lifestyle. It gives you the confidence to make sound financial decisions, freedom to live the life you want with a clear roadmap for your financial future.
We believe that wealth management is an ongoing process and not a one-time exercise you complete. Using a team approach designed around you, we involve different specialists as we address different parts of your overall plan. Our wealth management service is comprehensive and disciplined. The diagram below shows the many areas of wealth management that you will access over you and your family’s life time.
Financial Planning
- Clarify your financial goals
- Create a networth statement
- Recommend planning strategies
Holding Companies
- Provide creative strategies to minimize tax during your lifetime and maximize your estate for your holding company assets.
Tax Planning
In consulting with your tax advisors, we can help you identify tax-minimizing strategies that can:
- Protect your wealth
- Enhance your after-tax retirement income
- Minimize estate taxes
Retirement Planning
- Maximize retirement savings & income
- Coordinate transition into retirement
- Assist with business succession
Education
Assist with tax-advantaged strategies to fund a family member's education
Charitable Giving
Help you create an enduring family legacy
Estate Planning
- Identify opportunities to protect your estate for your family.
- Help simplify estate settlement.
Insurance Planning
- Protect your financial security
- Enhance your after-tax wealth
- Minimize impact of estate taxes
Credit & Lending
We can introduce you to an RBC banker to assist with:
- Cash flow management
- Personal credit & lending
- Business financing & leasing
Business Succession Planning
Discuss strategies to effectively transition from your business in a tax-effective manner.
Cash Management
Cash management can be complex. We want to help you keep it simple.
