Providing simplicity and comprehensive wealth management including:
- Comprehensive projection analysis
- Tax minimization strategies
- Premier and Private Banking
- Succession and transition planning
- Customized Investment Policy, monitoring and tactical risk management
- Simplicity and convenience with: commercial banking, small business banking and private banking
- Group financial solutions including investment and benefit plans
- Banking and custodial solutions with the assistance of specialists at RBC Royal Bank and RBC Investor & Treasury Services
- Customized reporting solutions on a monthly basis and at year-end for audit purposes
- Monthly statements, and publications of interest
- Encrypted email options