Groupe Robitaille - Fully invested in your peace of mind

 

Planning wealth for multiple generations

 

Comprehensive wealth management for wealthy families

 

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No matter how high your net worth, there are still problems.

 

Common concerns are:

  • Worried children become spoiled, build low self-esteem, or resent parents
  • Wonder if friendships are authentic or if it’s more about that great vacation house
  • Frequent requests for loans and donations
  • Not feeling there is enough money for the future

 

Wealth comes with many concerns. We have solutions.

 

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How we help: simplifying the complex

  • Tax minimization strategies
  • Exit strategies for business owners
  • Significant wealth events such as the sale of a business, retirement, or inheritance
  • Asset protection strategies
  • Grow portfolio so it will last for many generations
  • Efficient transfer of wealth to children
  • Complex estate planning and charitable giving design
  • Use of trusts for estate planning

Our clients often have complex financial lives that need to be looked at, and understood, as a whole. A critical step is to define and articulate your vision, your values and your goals. We then use these inputs to ensure the plan we create will have proper alignment.

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Ten strategies to build and protect your family’s wealth

Most Canadian millionaires take a modest view of their financial status, viewing themselves as “financially secure” rather than “rich” or “wealthy.”

 

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Wealth Management For Wealthy Families Should Be Simple

We know you’re the kind of person who wants to make sure your family will be safe and happy in the future. In order to feel certain, you need to know you’re not forgetting anything.

The problem with having significant wealth is that often it will have unintended side effects. It’s just wrong that wealth that took so long to build can have a negative impact on the people you care about most. That’s why we are here to serve as your guide.

Here’s how it works. We start by getting all your stuff organized, then we help you craft a vision for the future of your family and we walk you through the steps to put your plan to achieve that vision.

So schedule a call now to start turning your worries about money into a strong sense of security. You deserve it.

Are you ready to take the next step with us?

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