Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.

What we do:

Jim Ferrier's Team specializes in financial planning, estate planning, insurance planning, conservative investment advisory, tax planning, and intergenerational wealth transfer.

With the support of our RBC Partners and Specialists, we take a holistic wealth management approach to ensure you do not outlive your money. We also help you plan to transfer your legacy to your beneficiaries in an orderly and tax efficient manner. Our team includes highly accredited lawyers, accountants and financial planning specialists offering will and estate consulting, insurance-based wealth enhancement assessment and business succession planning. We are in the business of long-term relationships. See menu on upper right of this page for useful information on these and other topics of interest.

Who we help:

  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Not-for-profit organizations requiring assistance managing investment assets according to specific guidelines
  • Corporations requiring cash management and longer-term financial planning

Backed by the century-old tradition of RBC Dominion Securities Canada's leading full-service wealth management firm you can be confident that you will get the professional advice and services you need.

 

Jim Ferrier, BA, FMA

Vice-President &
Investment Advisor,
Financial Planner

604-981-6688 | jim.ferrier@rbc.com


Contact us today to arrange a complimentary consultation. Our team of experienced wealth management professionals will be happy to discuss your unique needs.

Continued Commitment during COVID-19

As we are in unprecedented times, we would like to reassure you that we are utilizing all of our abilities/resources to continue providing premier service levels to our clients, potential clients and partners.

We are happy to arrange virtual meetings (with multiple individuals) through our easy to use video conferencing platform: Webex. This includes consultation meetings with our team of RBC Partners and Specialists. We have the ability to open new accounts electronically without meeting in-person. We are committed to providing you uninterrupted service.

If you have a friend or family member who may benefit from our specialized services, please feel free to provide them with our contact information or you can reach out to us to discuss the situation.