A comprehensive approach to building and protecting wealth

As you are no doubt aware, the investment industry has changed significantly over the past several years. During this time, we have embraced a “total wealth management” approach, which encompasses investment, financial, retirement, tax, insurance and estate planning – in short, the entire scope of your wealth, instead of your portfolio alone.

To help fulfill all of your wealth management concerns and planning, I work with an in-house team of specialists, including tax, financial and estate planning professionals, as well as business owner specialists to help with more complicated tax, business and estate planning matters.

Together we assist our clients by 1) removing complexity, 2) providing financial certainty, and 3) planning for the unexpected. We accomplish this by:

  • Planning and saving for retirement

  • Generating investment income during retirement

  • Tax-minimization strategies such as income-splitting

  • Lifestyle and estate protection using insurance-based strategies

  • Trust structures for family wealth transfer and education savings

  • Helping you create your legacy through our charitable donation program

  • Maximizing the value of your business for sale, and preparing an effective succession plan

Please contact my office if you would like a complimentary, confidential assessment of your current financial situation. 

Matthew Parish

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Contact us

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