Business owner's guide

Business owner's guide

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

Webinar

Wealth planning strategies for health care professionals

Learn about strategies to consider when you’re building and accumulating wealth, approaching retirement, selling your practice and planning for retirement. Abby Kassar, Vice President, High Net Worth Planning Services with RBC Family Office Services (formerly RBC Wealth Management Services) will also show you strategies to help you transfer wealth to the next generation tax effectively. Please click on the link below to register

 

September 27th at 10am
https://rbcteams.webex.com/rbcteams/onstage/g.php?MTID=efc87c55752a4e7d29ab1dc386286a4b2

 

October 3rd at 2pm
https://rbcteams.webex.com/rbcteams/onstage/g.php?MTID=ee94e8dc0474b80ca15dc66fb0d42cc41

 

 

Expert Resources to Meet the Wealth Management Needs of Medical Professionals

Whether your goals include transitioning from your practice into retirement, planning for your children's or grandchildren's expenses, or your desire to leave a family legacy, we can provide advice and suggest strategies to achieve your goals in a tax-efficient manner. Me and my team can build on these strategies by suggesting potential solutions, which can then be implemented in coordination with your own tax and legal professionals.

 

Below are five articles that discuss tax, financial and retirement planning issues to be considered at various stages of your professional career. Please send us an email if you would like a pdf copy of these at asad.s.raza@rbc.com

    

 

Your Unique Financial Situation Requires Specialized Advise