Business owners and professionals

 

Our belief is that working collaboratively with your accountant and lawyer through all stages of your career or business will ensure that your planning objectives are executed in the most effective manner.

We bring experience working with owners of privately held companies to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.

Tax mitigation

Explore different tax-reducing solutions that may apply to you or your business. We consult with RBC experts in accounting, insurance solutions, and more - and can also collaborate with your accountant.


Multi-generational considerations

Strategic wealth planning for enduring financial stability and legacy preservation, catering to the needs of multiple generations.

Financial planning

No two businesses are alike. Our team will develop a plan to help you move confidently through each stage of your business, through to the sale or transfer of ownership.

Investment management

Our in-house investment committee works closely with RBC Capital Markets and other world-calibre managers to study and decipher the markets into actionable advice for your portfolio.


Alternative investments

Explore an array of non-traditional investments with an experienced team to diversify your portfolio and help enhance long-term returns.

Wealth protection

Enjoy peace of mind knowing your wealth and business are protected. We draw on various insurance solutions to help you prepare for the unexpected.

You have a vision. We have a way to get you there.

Let’s talk