Jonathan Ball

Vice-President, Portfolio Manager & Investment Advisor

|
613-721-4680
1-800-423-8812

Wendi Shouldice

Associate

|

Our Extended Team

 

Financial Planning Specialist

Often, having greater financial resources can mean greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by a Financial Planning Specialist, your comprehensive, complimentary financial plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to the next generation tax-efficiently and make the most of your philanthropic legacy.

Estate Planning Specialist

Working closely with us, an Estate Planning Specialist will employ a comprehensive process to assess your wealth management needs and then recommend creative, tax-exempt insurance strategies to help address them. Together we can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. An Estate Planning Specialist can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.

Will and Estate Consultant

For clients with particularly complex estates, a Will and Estate Consultant can work with us to provide information on structuring your estate in an efficient and tax-effective manner. After reviewing your Will and estate planning documents, the Will and Estate Consultant will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

Estate and Trust Advisor

Through our team, an Estate and Trust Advisor works with individuals, families and businesses to provide customized estate, trust and incapacity solutions, such as helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney. The Estate and Trust Advisor brings to you the necessary skill set to provide both the technical expertise as well as a genuine understanding of the emotional complexities that underlie these issues.

Business Owner Specialists

As a valued client, you may be entitled to complimentary business owner consultations with a highly qualified Business Owner Specialist who works with us to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which can be discussed in detail with your lawyer and accountant.

The RBC Team

We also work with specialists at RBC to take care of all of your financial needs. The RBC staff have experience and expertise in helping clients meet all of their banking needs.

More than ever, honesty and integrity are essential pillars to success. With decades of experience, and a desire to foster lifelong relationships, this team is well positioned to provide superior services, helping you to successfully achieve your specific goals, in a continually changing business environment.