Our job is to help you build, protect & transition
your family wealth. 

 

More and more affluent families are realizing that their affairs are complicated and they need more than reactive help from their accountants or lawyers. They require a dedicated full-time team who focus on investment management, tax and estate planning, alternative investments and most importantly their life story. At Roberge Wealth we work together with all your trusted professionals to deliver the highest level of integrated planning. 

 

 

Your first point of contact for Wealth Advisory and Investment Management

Wealth Advisory

  

Investment Management
  • Family wealth management
  • In-depth discovery through our financial planning consultation
  • Written Financial Plan with ongoing implementation
  • Tailored wealth planning solutions
  • Wealth transfer planning and tax minimization 
  • Will & Estate Consultation
  • Risk assessment and management
  • Estate services (Royal Trust)
  • Annual wealth reviews
  • Ongoing co-ordination of financial affairs with  your accountant, lawyer, and other trusted professionals
  • Annual supplemental tax packages and consolidated reporting
  • Tax deductibility of fees on non-registered accounts
  
  • Investment policy design and portfolio implementation
  • Ongoing investment management
  • Quarterly rebalancing
  • Tax loss selling
  • U.S. investment management (RBC PCUSA)

 

 

 

 

 

                   

Family Wealth Management guide

Family Wealth Management guide

Contact us for a free copy of The Family Wealth Management guide.