The wealth management approach helps you navigate the complex choices and challenges planning for the future brings. It’s more than just rates of returns, we focus on every aspect of your financial affairs:
Estate planning; efficiently transferring your wealth to the next generation.
Retirement planning; helping you meet your retirement income goals and maximize your aftertax retirement income.
Financial planning; creating a comprehensive strategy to help you stay on track to meeting your financial and life goals.
Insurance; providing financial security and legacy protection.
Investments; through RBC Dominion Securities, you have access to virtually every type of investment available on Canadian and global markets.
Taxation; implementing strategies to help reduce your family’s tax burden.
Business ownership planning; helping you effectively transition from your business while reducing taxes and maximizing retirement assets.
Charitable giving; helping you maximize your charitable legacy.
Financial literacy; teaching your children financial responsibility.
