Who can we help?

 

Mary's services are designed for;

  • Retirees requiring strategies that will maximize their income after taxes while preserving their capital for the long term.
  • Successful executives looking to grow and protect their wealth.
  • Families looking to efficiently transfer accumulated wealth to the next generation.
  • Business Owners looking to tax-effectively transition their business.

 

         Your Unique Financial Situation Requires Personalized Advice!

 

Take The Next Step  .......

To arrange a complimentary Wealth Management consultation with Mary Poeta, please contact her Associate Keeley Allington  @ 705-725-7425 or keeley.allington@rbc.com.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy