Peace of Mind

Leading You to Your Financial Goals

With the support of Canada’s largest Wealth Management firm, Luke Charbonneau of RBC Dominion Securities gives families peace of mind with respect to their financial affairs.

Our approach will provide you with an effective strategy that aligns with your financial needs. Our team will take the time to truly understand you and your goals, and then deliver personalized advice. By understanding you, we can take care of your wealth in a way that suits you.

Who We Can Help

We serve a wide range of clients from varied backgrounds and with different needs, including:

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
  • Successful executives looking to free their time to focus on personal and career goals
  • Business owners and self-employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more

It's time to ensure that you're on track. Luke Charbonneau offers a complimentary second opinion. Contact Luke.

How can we help?

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