The services we provide are intended to address the complexities of high net worth investors and include:
Wealth Analysis and Delivery of a Customized Investment Plan.
No two investors are the same. As a result, the analysis and delivery of a wealth plan is unique to everyone’s individual situation. To address these unique needs, a customized wealth plan is developed utilizing RBC DS proprietary analytical tools, along with internal financial specialists, in combination with my significant personal experience with institutional and retail investment solutions.
Retirement and Estate Planning
For those pre-retirement or post-retirement clients, particular attention is paid to their individual retirement goals along with their estate planning needs. As part of the wealth plan, asset growth along with yield requirements will be determined for each individual client while also planning for estate needs. Insurance solutions are often utilized in combination with investments and can contribute to a more tax efficient transfer of wealth within the estate.
Tax Planning
A key component of wealth creation, which can often be overlooked by investors, is tax planning. By leveraging internal partners, external tax and legal professionals, and investment solutions that are tax efficient, a truly tax efficient customized wealth plan can be developed for each individual investor.
Banking and Credit Services
As part of the RBC family we are well equipped to evaluate business and individual investor needs related to banking and credit services. In delivery of a customized wealth plan, great lengths are taken to understand credit needs and determine the best solution(s) for clients. In partnership with RBC Royal Bank, our banking specialists can provide extensive insights and solutions to fulfill banking and credit needs.
Contact us directly for a thoughtful review of your current household wealth situation.
