A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Experience Professional Wealth Management

Our wealth management partnership combines nearly 50 years of industry experience with a broad range of clients, including corporations, business owners, and incorporated professionals. We are committed to developing and maintaining long-standing relationships in order to ensure clients feel confident about their financial future. We focus on capital preservation, cash flow, and investment planning needs by providing a wide range of solutions, knowledge, and partnerships in order to fulfill client needs.
Toby Jones is a Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and a graduate of BCIT Financial Management. He has over 22 years of experience providing wealth management solutions, retirement and estate planning for high-net-worth clients in both personal and non-personal structures, as well as for corporate entities. Toby is married with two children and enjoys boating and the outdoors.
Jeremy Cruz is a graduate of the University of Calgary and has worked in the financial services industry for over 25 years, specializing in the financial needs of corporate and commercial clients. He is married with two children and enjoys tennis, running, and spending time with his family.