Business Owners

Business owners face a unique set of financial responsibilities and challenges. Our highly skilled wealth management team works with you to invest excess capital, introduce you to our partners in order to borrow funds as needed, and to create a succession plan for the future.

As a successful business owner, the decisions you make will have far-reaching implications – not only for your business, but also for you and your family. You should only have to become wealthy once; now that you’re here, let us help you protect and grow your wealth.

We understand the life cycle of a business and its owner. We understand the issues unique to business owners, from consideration of the best structure for your business, to development of a succession plan and your transition from the business into a well-planned and well-funded retirement


Creating a Plan

Planning ahead can protect the business you’ve worked so hard to build, help you achieve your professional goals, and ensure your family’s prosperity over time.

Through our existing knowledge and our relationships within RBC Dominion Securities, we can introduce the professional legal, tax and commercial lending advisors needed to guide and support you through the journey of business ownership.

Whether your business is the reason you get up in the morning, or you want to know the best way to transition into the next chapter of your life, our team is there to help you establish a plan – allowing you to focus on what matters, and enjoy the rewards.

Business Owner Resources

In addition to professional investment advice, we offer a library of educational guides covering a wide range of business issues as they relate to your profession.