Services beyond investing

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.