Your wealth goes beyond investing.
Our primary mission is to help you achieve your financial goals. Managing your investments is an important part of that process. But it's only one part of the picture. Just like your wealth, our services go beyond stocks and bonds.
Below we've listed some of the services we provide our clients and their families:
- Integration of your investment plan with your other service providers, including your lawyer or accountant
- Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
- Will and estate planning consultations through accredited Will and Estate Consultants
- Establishing and managing your Registered accounts including Registered Retirement Savings Plans (RRSPs) and Tax Free Savings Accounts (TFSAs)
- Setting up Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
- Communicating our views and their direct impact on your portfolio via our "PFP Monthly" newsletter
- Registered estate processing, tax reporting and T3 returns
- Registered estate tax planning, including multiple and contingent beneficiary designations
- Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
- Custody and safekeeping
- Annual consolidated tax reporting, including dispositions with book costs
- Research, commentary and information on specific holdings, markets or economies upon request
- Online integration of your RBC investment and bank accounts for consolidated viewing
- Margin accounts for leveraged investing
- Multi-currency account functionality
- Corporate reorganization advice
- Cashless employee stock option exercise service
- Connecting with the full suite of your financial team to cover your personal, business and private banking; estate and trust services, mortgage services; insurance; direct investing; and more
For more information on our services and how we can help you, please feel free to contact us.