Investing in Collectable Cars

Oct 03, 2019 07:00 PM - 09:00 PM Pacific Daylight Time
730 View Street, Suite 500 Victoria, British Columbia (BC)

The Hillyard Stephen Group Presents:

Investing in Collectable Cars

You and a guest are invited to learn about investing in collectable automobiles as part of a broader wealth building strategy. 

Beverages and light snacks will be served and there will be an opportunity to explore the Silver Arrow collection.

RSVP: matthais.wilke@rbc.com or 250-356-3470

Time: Thursday, October 3rd at 7-9 pm

Location: Silver Arrow Cars – 565 David St, Victoria BC

                                         

RSVP

Considering Downsizing

Apr 04, 2019 11:00 AM - 12:00 PM Pacific Daylight Time
Oak Bay Beach Hotel 1175 Beach Dr Victoria , BC

If you are considering downsizing now or in the future, our one-hour information session will provide the tips and tricks you need to make your transition as smooth as possible. We’ll discuss how you can make the most of your move, and invest the proceeds of your sale to your advantage.


Is it time to look at your Estate Plan?

Mar 07, 2019 04:00 PM - 05:00 PM Pacific Standard Time
RBC Dominion Securites Suite 500 St Andrew's Square Victoria, BC

Join us to hear Catharine Turner - Senior Trust Advisor - tell us the 10 excuses you shouldn't use to delay having a proper Estate Plan.


As a member of Canada's leading wealth management firm, the Hillyard Stephen Group of RBC Dominion Securities, working out of the offices in Victoria, BC, Canada, services the needs of both high-net-worth families with $1MM+ in investable assets and institutional stewards of capital with $5MM+ in investable assets across the province of B.C.

Over many years of working with affluent private clients, our team has found that most people simply do not have the time, interest, or special expertise to deal with all of the complex issues relating to their financial affairs. Ultimately, they get frustrated with the inefficiencies of dealing with multiple disjointed strategies and seek to commit to a single, highly skilled and fully capable team to act in a "CFO" or "Family Office" type capacity.

Our team's proprietary internal processes and advisor-managed portfolio service, coupled with the financial planning, insurance, private banking, lending, and trust capabilities of our RBC partners, allows us to fully service our clients from one central office. We offer a single and unified strategy to benefit you or your organization.

One team, one strategy, one path forward: The Hillyard Stephen Group of RBC Dominion Securities.

Jeremy Stephen, BBA (Finance), CFP, CIM

Associate Portfolio Manager & Wealth Advisor

250-356-3975 | Email me

Matt Hillyard, FMA, PFP, CIM

Associate Portfolio Manager & Financial Planner

250-356-3976 | Email me

Jessica Russell, BA

Associate Wealth Advisor

250-356-3977 | Email me