Wealth Management Services - Family

Wealth Management Services

Family Office

A family office approach to wealth management

Mark Bowyer  Wealth Management of RBC Dominion Securities recognizes that money is merely a means to an end. It’s about having the financial security you need to live your life the way you want. It’s about enjoying your success, spending time with your family, and creating memories that last for generations.

While money is just a means to an end, it still requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life – not just financial goals.

That’s why the group uses a unique family office approach to helping you manage your investments and finances, plan your retirement, save for a family member’s education, protect your lifestyle, fund a major purchase or create your legacy.

A comprehensive approach to help clients address important issues such as:

  • Is my retirement plan on track? Will I outlive my money?
  • How do I know my money is working to its maximum potential?
  • Am I confident that my Will has addressed every possible issue?
  • Is my estate plan solid enough to provide for my loved ones?
  • Do I have sound insurance strategies? Do I have enough insurance?
  • How do I keep abreast of what is going on in the investment world?
  • Is my network of professionals adequate for my needs?

Family office services

- supporting all the financial needs for our exclusive clients

Through a “personal CFO” you have the benefit of one trusted advisory group working in your best interests at all times coordinating and managing all aspects of your wealth. The group also helps clients:

  • Access a network of professional advisors, including accountants and lawyers
  • Evaluate and find the right products and services you need to execute all your financial planning strategies
  • Manage your day-to-day financial affairs
  • Understand the technical aspects of their investments
  • Develop creative business solutions to maximize their professional success