You've worked hard to build your business


Let us help you preserve it. Through our financial services expertise we can assist you in growing your wealth to meet your financial goals. Let us manage your wealth so you can focus on growing your business. Planning on retiring from your business and wondering about the next steps? Let us help you create a business sale or succession plan to ensure that your business lives on and thrives after you retire. 

Contact us today to learn more about our services and to schedule a discovery meeting.



Perspectives Magazine: Investment, Tax and Lifestyle Perspectives from RBC Wealth Management Services. Email us to request your copy today.

Learn more about issues that may affect you: RBC Global Insights

Why us? The top five reasons to work with us.

Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans