Insurance Planning

Insurance strategies have evolved. Originally focused on security, they are now considered highly flexible tools that can be used to generate income, make investments, and provide tax benefits for you, your family, and your business.

While the principle of life insurance protection remains of utmost importance, modern insurance policies combine attributes of both protection and investment. Thus, they can be used in various wealth management strategies.

Insurance products are offered through RBC Wealth Management Financial Services Inc. ("RBC WMFS"), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is registered in Quebec as a financial services firm. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate and affiliated legal entities. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, an operational division of Royal Bank of Canada. ® / TM Trademarks of Royal Bank of Canada, used under license. © RBC Wealth Management Financial Services Inc. © RBC Dominion Securities Inc. 2020. All rights reserved.

Advisor

Joseph Di Niro, LL.B, D.D.N.

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Julie Brouillette, CFA

Senior Portfolio Manager

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Samuel Perreault

Associate

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