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When we say “we’re not all things to all people,” we mean that we are specialists in serving people with a particular set of values – those who want to live life to the fullest, achieve more with the wealth they’ve built, and leave a positive impact on the world.
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contemplating the next stage of life, managing the loss of a key employee, or worried about generating income after you sell your business...
put together a personalized plan with projections, collaborate on a business continuity strategy, understand how your current situation impacts future goals, and create an exit strategy, be it sale or succession, that best protects your wealth.
Wanting to make more time for your family, transfer assets to family or charity tax-efficiently, or find top-tier advice to minimize your tax burden...
design a flexible "work-life-finance balance" plan that affords you more time with your family, simplifies the transfer of wealth to your family or charity, optimizes your RRSP/RESP contributions and investment strategy to minimize tax, and helps you make lifestyle and career decisions from a continuous position of financial strength.
running a practice while paying down student loans, afraid of missing out on investment gains and not knowing where to start, struggling to maintain your ideal work-life balance, or in need of professional help to take advantage of all tax credits available to you...
instill complete confidence that your savings are invested to see competitive long-term gains, without taking on undue risk, free your time by managing complex investment, insurance, charitable giving, and tax decisions on your behalf, and optimize your BCMA-CPRS contributions, insurance structure, and investment strategy to minimize overall tax.
looking to take care of your children for the long term, make more socially responsible decisions with your wealth, simplify and minimize your tax, navigate a new life or financial challenge, or secure the retirement you’ve dreamed of...
document a complete picture of your financial outlook whether or not all your funds are with RBC, define and build the legacy you wish to leave future generations, make a bigger and more lasting social impact as you grow your wealth, and prepare for any curveballs life may throw your way.
