Cole Heideman | Coordinated Wealth Management | RBC DS

Wealth Working For You

Our practice exists to help define the purpose of your wealth and to amplify its impact. We are relationship-driven and take a coordinated approach to wealth management - bringing all aspects of your financial life into alignment to support your goals. By building customized wealth management strategies for multi-generational families, healthcare professionals, entrepreneurs and business owners, we help clients preserve, grow and transfer wealth today – and for future generations.

With the strength and expertise of RBC behind us, we're equipped to navigate even the most complex financial situations. Whether it is structuring your dream retirement, strategizing for the successful transition from your business, or laying the foundation for a legacy that lasts generations, we're here as your long-term partner to turn those goals into reality.

It all starts with you

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

How we serve your wealth in its entirety

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

planning, partnering, portfolio management.

Portfolio ManagementAstute, research-backed investments are the bedrock of our service. PlanningWe mitigate risk and maximize opportunity to help fulfill you and your family's ambitions. PartneringWe work with professionals at RBC and beyond, as well as your existing partners to serve you.

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

Cole Heideman, CIM

Investment Advisor

519-941-4896

|

Email me

519-278-4591 | LinkedIn

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.