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.
 
 

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Looking Beyond Traditional Investing

Apr 12, 2018 04:00 PM - Apr 12, 2018 06:00 PM Pacific Daylight Time
1055 West Georgia St Vancouver, BC

At this seminar, we'll discuss new strategies for managing risk while maintaining potential for long-term growth in your portfolio.