Whether you are a serial entrepreneur, the owner of a professional corporation, or the founder of a large operating company, you've come to the realization that it is increasingly difficult to manage your family, your business, and your financial affairs concurrently. You have a good lawyer, an excellent accountant, and a great commercial banker but are missing that final "piece of the puzzle" to tie everything together. Enter professional wealth management exclusively for business owners.
Wealth management focused on business owners is a specialized subset within the financial planning world. Most advisors simply lack the expertise, the time, and the inclination to work in this space. It requires attention to a constantly changing tax code, is driven by a deep understanding of complex financial strategies, and necessitates a willingness to liaise with your other professionals on an ongoing basis.
The Hillyard Stephen Group at RBC Dominion Securities specializes in the provision of wealth management planning to successful business owners. We effectively integrate both the corporate and personal affairs of our clients and do so proudly under the banner of Canada’s largest, and oldest wealth management firm.
Due to the specialized nature of our team's offering, we tend to work best with clients that have accumulated over $1MM in liquid investment capital, that are comfortable working in a collaborative planning relationship, and who are open to innovative financial strategies. If this sounds like you, please feel free to give us a call to arrange a complimentary team consultation. We look forward to meeting you.