It’s wealth planning advice tailored for business owners. You’ll receive a personalized plan focused on helping you make informed decisions about you, your business, and your family.

Planning topics may cover
  1. Tax and estate planning

  2. Business transition and sale of business planning 

  3. Retirement planning

  4. Intergenerational wealth transfer

  5. Risk management

  6. Charitable giving


Bottom line: We arm you with strategies and best practices that other successful owners use


Business Owner Planning Specialist


Vice-President & Business Owner Specialist, RBC Wealth Management

Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields