Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

10 key wealth planning decisions for business owners

Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The business owner’s guide to wealth management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey, including:

  • What is the best structure for your business?
  • How can you reduce taxes?
  • What should you do with surplus cash?
  • What can you do to prepare for the unexpected?
  • Do you have an exit strategy or succession plan to transition into retirement?
  • How can you keep your business in the family?

Contact us for a free copy of The business owner’s guide to wealth management.

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Leonard Felix, MBA

Investment Advisor

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Business owner's guide

Business owner's guide

Contact us for a free copy of The business owner’s guide to wealth management.

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