Planning For Your Wealth
We aim to help clients define the purpose of their wealth and to amplify its impact.
Wealth management, as we see it, must consider the full breadth of your family’s financial life – ensuring that every strategy is aligned with your unique circumstance.
With portfolio management acting as the engine, we work alongside our extended team of RBC professionals to provide custom strategies to help you plan for retirement, reduce taxes, structure your estate, prepare the next generation, and strategically plan for liquidity events.
Our intention is simple: that the work we do together today has an impact that extends for generations to come.
By working with a select number of families in Dufferin County and surrounding areas, we're able to provide a high-touch, deeply personalized, and meaningful relationship with our team. If you're looking for a professional partnership that will be by your side for decades - and one that thinks in generations - we'd be glad to start the conversation.
Please feel free to call or text us at: (519) 278-4591
Or to send a quick email to: cole.heideman@rbc.com
We'd love to hear from you.
