Professional Advice

Wealth management services

Your investment portfolio is just one key part of your overall wealth management plan. To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation, drawing on the expert support of the RBC Wealth Management Services team.

Financial planning

We can provide a core financial plan suitable for most situations or, for more complex situations, an in-depth financial plan that leaves no stone unturned.

Will and estate consultation

For complex or high-value estates, a professional Will & Estate Consultant provides information on tax-efficient estate structuring. Following the consultation, a report outlining various estate-planning opportunities will be provided to explore in further detail, and potentially implement, with legal counsel.

Insurance assessment

A highly qualified Estate Planning Specialist assesses the need and suitability of tax-exempt insurance products to help create and enhance wealth, both today and in the future.

Strategic tax-minimization review

Working with our in-house tax specialists, we can review the effectiveness of particular investment strategies that may minimize or mitigate taxes.

Business owner planning

Our business owner specialists can develop an all-encompassing plan focused on a business owner’s personal and corporate planning objectives. Strategies related to business risk, transition, succession, retirement, and tax are identified and evaluated to address planning needs.

High-net-worth planning

A high-net-worth planning specialist is available to discuss the specific concerns and opportunities that arise when dealing with above-average financial assets.