Addressing all your financial needs:
Getting the right investment advice is a key part of managing your wealth, however it is just one part of a bigger picture. You may also require strategic assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Wealth management is a comprehensive approach to help you achieve your financial goals. It gives you the confidence to make sound decisions and the freedom to achieve the lifestyle you desire. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. At the Gilles E. Richer Financial Group of RBC Dominion Securities, we create a total wealth management strategy in partnership with your tax and legal advisors to address your financial concerns at each stage of your life:
Guiding you through each life stage:
Our wealth management experts help you create a plan that encompasses everything from investment advice to protecting your lifestyle, planning for retirement and creating a legacy for your family. Together we can help you:
• Clarify your individual needs
• Establish specific goals
• Bring together all the solutions you need to effectively manage your wealth
• Help you achieve peace of mind with a comprehensive plan
For more information on the different wealth management services we offer, please contact us.
