Living for today. Planning for tomorrow.

Wealth Management is all about you, your family, your goals, and aspirations.

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. We know how complicated your finances can become and it is our aim to simplify your financial life through a wide range of time-tested solutions to allow you to live for today while planning for tomorrow.

 
Business Planning
  • Business Valuation
  • Working Capital Financing & Leasing
  • Treasury & Executives services
  • Business Succession

 

Investing
  • Custom-design your portfolio based on your needs for income, growth, and security
  • Diversify to manage risk and achieve return objectives
  • Review and re-balance on an ongoing basis
Tax Planning
  • In consultation with your tax advisors, we can help you identify tax-minimizing strategies to
  • Protect your wealth
  • Enhanced your after-tax retirement funds
  • Minimize estate taxes
Retirement Planning
  • Maximize retirement savings and income
  • Coordinate transition into retirement
  • Assist with business succession
Credit & Lending
  • We can introduce you to an RBC banker to assist you with
  • Personal credit and lending
  • Business financing and leasing
Education
  • Assist with tax-advantage strategies to fund a family member's education
Insurance Planning
  • Protect your financial security
  • Enhance your after-tax wealth
  • Minimize impact of estate taxes
Estate & Legacy Planning
  • Identify opportunities to protect your estate for your family
  • Help simplify estate settlement
  • Help you create an enduring family legacy
Financial Planning
  • Clarify your financial goals
  • Create a net-worth statement
  • Recommend planning strategies