Our Extended Team
In addition to investing and money management, we offer assistance with financial planning, insurance strategies, and Wills and estates, as well as access to our RBC banking partners.
Depending on your needs, we can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.
Will and estate consultation
A professional Will and estate consultant works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.
A highly qualified insurance specialist works with our team to help you preserve your wealth through a variety of solution, including critical illness insurance, disability income protection and disability business protection.
Our Banking Partners
Our specialist provides comprehensive financial management to our clients and their families by designing sophisticated banking, personalized short- and long term lending, and flexible credit packages.
By working closely with our team, our private banker will help to manage all of your cash flow and complex credit requirements. By streamlining your financial affairs, together we'll enable you to take more control of your financial future.