Safeguarding Success

Life in the 21st century is more hectic than ever. You may be raising kids, looking after elderly parents, progressing in your career, running your business or doing all of the above.   

Having a properly put together financial plan is crucial in knowing if you are on track to meet your goals.  During our planning process, my team and I answer the following questions that most successful families have:

Is my investment strategy properly structured?

Are my hard-earned savings setup to deliver a reliable income stream?

When can we retire so that our lifestyle is not compromised?

How do I minimize the taxes payable on my investments?

How do I ensure that my family is protected if something unexpected happens to me?

Doug has over 25 years of financial industry experience and it is his mission and that of his team is to understand what is important to you, whether you aspire to go back to school, help your kids buy a first home or simply maintain your lifestyle throughout retirement.  A financial plan is then created that answers your questions and develops strategy that is implemented and monitored on an ongoing basis.   Doug and his team address all areas of your financial well-being from investments and insurance to tax and estate planning.  As your financial coach and supported by a dedicated team of wealth professionals, Doug and his team help you make the right decisions to assist you in building the future you want while giving you peace of mind.   

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.

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