How We Create Wealth:
As concerns about wealth preservation and succession planning with family businesses continue to rise, the benefits of our depth and resources are becoming increasingly sought after.
Affluent families are seeing value in private family wealth management for the following reasons:
At GWP we limit the number of family relationships we serve to 50.
Proactive Risk Management
We maintain a proven process to provide daily risk monitoring with a bias towards downside protection during severe market correction similar to 2008.
Our commitment is to the client ensuring unbiased and well thought out advice from experienced professionals and industry specialists.
Holistic Family Planning and Literacy
We take a unique approach to all aspects of the financial plan to maximize incomes and wealth creation on an after-tax basis, incorporating all family members, where possible, to delivering an effective and simple master plan for the most complex situations.
At Glaicar Wealth Partners of RBC Dominions Securities our approach is to build a team around you supported by comprehensive tools and relevant expertise. Our commitment is to bring together and coordinate enterprising wealth management professionals, each specializing in disciplines such as investment management, wealth planning, trusts, foundations, philanthropy, Wills and estates, business owner planning, family governance, along with banking, credit and insurance matters considered essential to ensuring optimal outcomes for our extended family - the client.