Wealth Management

Wealth Management:

Wealth management is a complex field that requires a personalized approach and in-depth knowledge of financial markets, taxation and estate planning. Working with qualified professionals helps maximize the benefits and minimize the risks associated with managing and growing wealth. By drawing on the RBC Family Office Services team of highly accredited lawyers, accountants and financial planning professionals, we are able to deliver the level of integrated wealth management expertise previously available only to the most affluent families.

We will develop a comprehensive wealth management strategy that meets financial needs at every stage of life:

• • Accumulating wealth: Investing strategically to increase asset value
  • Protecting your wealth: Preventing losses and protecting assets against risks
  • Planning your retirement: Ensuring a comfortable standard of living in retirement
  • Transferring wealth: Planning an efficient and tax-advantageous transfer to heirs