Estate and legacy planning

  • Identify opportunities to protect your estate for your family
  • Help simplify estate settlement
  • Help you create an enduring legacy

Business planning

  • Business succession planning
  • Corporate wealth transfer planning
  • Employer-sponsored group savings and investment plans
  • Mergers and acquisitions

Insurance planning

  • Strategies to protect your financial security
  • Enhance your after-tax wealth
  • Minimize the impact of estate taxes
  • Asset-protection planning

Tax planning

In consultation with your tax advisors, we can help you identify tax-minimizing strategies that can:

  • Protect your wealth
  • Enhance your after-tax income
  • Minimize estate taxes

Personal and business banking

Through our extensive network of RBC partners, we can introduce you to a banker to assist with:

  • Personal credit and lending
  • Business financing and leasing
  • Cash flow management

A resource to the family and friends of our clients

As part of our commitment to our clients, we make time in our schedules to meet with their friends or family who are looking for advice surrounding their finances.


Learn more about our extended team of specialists