Corchis Wealth Management
At Corchis Wealth Management team of RBC Dominion Securities, we are committed to delivering outstanding, personalized service to each of our valued clients. Our mission is to provide you with absolute clarity, in what can often be a confusing financial world.
However you define success, our goal is to get you there.
We have carefully assembled a team of subject-matter experts and professionals who work collaboratively to deliver the key solutions you need. My team consists of highly accredited financial planning consultants, business owner specialists, insurance specialists, private bankers, and personal and business banking partners – each with their own distinct set of skills and experience. Together, we work in a coordinated fashion to achieve one common objective: to help you achieve success, however you define it.
Who we work with...
Our clients often have unique and intricate financial situations which require sophisticated guidance and opportunity spotting. They include:
Busy professionals, executives, business owners & entrepreneurs who recognize the value of advice and delegating the management of their financial affairs to a trusted professional
Retirees who need assistance formulating and following a disciplined financial plan to make the most out of their retirement savings, maximize their after tax retirement income and protect their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them
We provide our clients with personalized investment strategies and access to the industry-leading RBC Wealth Management Services Team, who can assist with additional planning and needs, including:
Organizing your estate in a tax-efficient manner
Protecting your families wealth for the future
Wealth planning for business owners in advance of transfer or sale