Selling the business, creating a charitable legacy

 

Watch the following video to learn how RBC Wealth Management helped two clients, Drew and Sue, create a family charitable legacy from the sale of their business.

 

 

Matt Temple

Investment Advisor

705-743-4973 | Email me
705-743-4516 | Connect
1-800-429-9507


As an Investment Advisor and financial professional with RBC Dominion Securities, I adhere to a simple - yet tested and true - conservative and risk-averse investment philosophy that has consistently performed well for high net worth clients.
• Born and raised in Peterborough, ON
• Married to Jessica & our 3 children - Aedan, Elizabeth & Rylie
• Graduate of Trent University - Honours B.A.  
                                       Economics & Business 
• Spent 11 yrs assisting high net worth clients achieving their goals in the marine industry
• Completed  - Canadian Securities Course (2011)
• Completed  - Conduct and Practices Handbook Course (2012)
• Completed  - Canadian Insurance Course (2012)
• Completed  - LLQP (2012)
• Completed  - Wealth Management Essentials (2014)
• Peterborough Sales and Ad - Club member since 2005
• Peterborough Sales and Ad - Board member 2008-2016
• Peterborough Sales and Ad - Club President 2013/2014
• Peterborough Sales and Ad - Past President 2014/2015
• Trent University Legacy Campaign - Allied Professional Division 2013-2014
• United Way - Cabinet Director 2012-2016
 
 

Our Extended Team Members

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Tracey Goldie, CFP

Estate Planning Specialist


advisor

Vice-President & Will & Estate Consultant


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Abby Kassar, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services


Themes for 2018 Events

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Strong Volunteers, Strong Association…But Are You Protected?

Mar 26, 2018 06:30 PM - Mar 26, 2018 08:30 PM Eastern Daylight Time
Peterborough Golf & Country Club 1030 Armour Rd, Peterborough, Ontario

Strong Volunteers, Strong Association…But Are You Protected?


You are invited to join us for an exclusive RBC Advice Event.

There will be local community advisors educating your Not-For-Profit organization and members on how to best protect your organization
from fraud focusing on financing and accounting.


Speakers include:
Adam Crowley, CPA
Gauvreau & Associates Chartered Professional Accountants
Keith Calderwood- Detective -  Peterborough Police Services

Hosted by: RBC Royal Bank
Date: Monday March 26th, 2018
Time: 6:30 p.m. - 8:00 p.m.
Please RSVP Matt Temple matthew.temple@rbc.com 705-743-4973


Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

 

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”

 


Your Family. Your Business. Your Legacy.

Your Success.

How do you define success?
 
Each of us defines success in our own distinct way. It's what drives us. It's the motivation behind the hard work that we put into each and every day. It's the reason for those early mornings and late evenings at the office. It's the sacrifices we make for family and friends. All in an effort to reach a point we define as success - and then some.
 
This goal can be as pragmatic as a saving for a down payment on your dream home or taking that vacation you've always longed for in the Mediterranean.  It's providing your children with a limitless education.  It's building a thriving business that you're passionate about.  It's being able to retire early and learn a new sport or language.  It's taking proper care of your aging parents.  It's buying that family cottage in the Kawartha's or Muskoka's.  Or maybe it's leaving a lasting legacy to an organization or charity that influenced your life.
 
However you define success, my goal is to get you there.
 
I have carefully assembled a team of subject-matter experts and professionals who work collaboratively to deliver the key solutions you need. My team consists of highly accredited accountants, lawyers, financial planning consultants, business owner specialists, insurance specialists, private bankers, and personal and business banking partners each with their own distinct set of skills and experience. Together, we work in a coordinated fashion to achieve one common objective: to help you achieve success, however you define it.
 
Who I work with...
 
My clients often have unique and intricate financial situations which require sophisticated guidance and opportunity spotting. They include:
  • Busy professionals, executives, business owners entrepreneurs who recognize the value of advice and delegating the management of their financial affairs to a trusted professional
  • Retirees who need assistance formulating and following a disciplined financial plan to make the most out of their retirement savings, maximize their after tax retirement income and protect their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them
My commitment to you is a transparent, engaging and lasting relationship built on trust and integrity. 
 
I start by listening intently to confirm that I have a full understanding of your unique definition of success - including your wants, needs, goals and expectations - before employing a personalized approach to wealth management. You can expect a holistic experience from me, one that incorporates all of the specialists, partners and resources you need to guide you through life's many stages. 
 
What sets Matt apart from other advisors is his approach - but you'll have to meet him to find out for yourself. In the mean time, he invites you to learn more about his investment philosophy and what wealth management means for you. When you're ready to take the next step, contact Matt directly at 705.743.4973 or at matthew.temple@rbc.com
 
 

Important notices

Matt Temple

Investment Advisor

705-743-4973 | Email me