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Your wealth is so much more than just your finances – it’s your life. Following a disciplined process, Matt and Jeff, alongside our trusted team of RBC experts, will work in collaboration with you to uncover every aspect of your wealth picture. Then, we’ll build a customized, all-encompassing plan that precisely meets your unique needs.
Whether you’re considering business succession, financing and leasing, or something else entirely, we’ve got a solution.
We don’t just look at where you are today – we’ll create a plan that optimizes your future and clarifies your goals.
Utilizing our proprietary Core 12 approach, we’ll create and maintain a diversified portfolio, tailored just for you.
We’ll work alongside our specialized team of tax advisors to protect your wealth and enhance your after-tax income.
Taking into account your unique future goals, we’ll help coordinate a retirement plan that you can trust.
With our in-house RBC team, we’ll provide support for cash-flow management, personal credit and lending, and more.
Ensuring the security of your wealth is paramount to us – we’ll put plans in place to ensure it remains protected.
Creating a family legacy is simple with our help – we’ll identify the best ways to simplify estate settlement.
We’ll determine the best route to maximize your philanthropic endeavours, as well as your financial returns.
We work tirelessly so you can rest easy, knowing your wealth is in the best care.
