A Team Approach Adapted To Your Needs
We offer a personalized wealth management strategy, flexible and integrated with your personal goals.
We provide access to an experienced multidisciplinary team, RBC Wealth Management Services. These renowned experts, selected for their professionalism and high level of knowledge, help us provide you with comprehensive, industry-leading service and enable you to achieve your personal and financial goals.
Being of service to our clients is our priority. We are proud to always be at your service and help you better understand your financial environment.
Consultants in Will & Estates and Financial Planning
Whether to update your Will, create a trust, or establish a charity, our Will and Estate Planning Specialists can help resolve various estate planning concerns and recommend measures to be taken to achieve your goals.
Consultants in Financial Security and Insurance
Our insurance and financial security advisors are there to help you protect what you have spent so much time to acquire. They work with us to implement innovative insurance strategies that reduce the future tax burden on the value of your assets.
Professional Recommendations
It is by combining the efforts of experts with varying skill sets in different aspects of wealth management that we get the best results. If you already work with professional accountants or private bankers, we are happy to work with them to align our strategies. If necessary, we will be happy to recommend professionals from our extensive network.
Our Rigorous Process
Our team has established a five-step wealth management process we follow to help you achieve your goals and focus on what matters: providing you the lifestyle you want.
CONTACT US! We would be more than happy to sit down with you and discuss the many ways we can help you manage your wealth, plan for retirement, minimize your taxes, or simply protect your family's legacy for generations to come. FOR A CONSULTATION: 514-878-5007 / 1-800-361-5202
