Financial architecture for consequential decisions.
You've built real wealth. Now every decision carries more weight: concentrated stock positions, business sales, tax exposure, retirement income design, legacy planning.
These aren't product problems. They're architecture problems.
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Who We Work With
Business owners navigating liquidity events. Executives managing concentrated equity. Families coordinating wealth across generations.
If your financial life involves multiple moving parts—investment ris, tax complexity, estate coordination, business succession—you need more than a portfolio. You need integrated wealth architecture.
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How we work
Discover — Map the full system: assets, cash flow, risks, tax exposure, blind spots.
Design — Build the integrated plan: portfolio strategy, retirement income, tax coordination, estate structure.
Implement — Execute across RBC's platform: investment management, tax specialists, estate planning, banking.
Monitor — Ongoing stewardship through market volatility and life transitions.
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Why Structure Matters
When a client sold their business for $12M, the obvious move was "diversify immediately." But rushed diversification would have triggered $2M+ in unnecessary capital gains.
We built a three-year transitions plan: systematic tax-loss harvesting, strategic charitable giving, coordinated with their retirement timeline. They diversified fully—and kept an additional $800K working for their family.
That's the difference between a product solution and wealth architecture.
The Platform Behind the Plan
We're backed by RBC Dominion Securities and connected to specialists across RBC Family Office Services, RBC Royal Trust, RBC Private Banking, RBC Capital Markets, and RBC Portfolio Advisory Group.
You get integrated expertise—not fragmented advice across multiple firms.
Simple First Step
A good discovery meeting is about clarity, not sales pressure.
We'll discuss what prompted the conversation, identify key risks you're navigating, and map clear next steps—including whether working together makes sense.
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