Personal and Family Wealth Management

Michael creates long-term relationships with clients and their families, taking time to understand your unique financial goals and guiding you on your path to achieving them. He works closely with an extended team of professionals at RBC Wealth Management, as well as your existing professionals (such as accountants, lawyers, or your own family office) to seamlessly guide you through the four core stages of the life cycle of wealth:

The creation of wealth. In the early stages of your working life, Michael can help you build your wealth efficiently while you focus on progressing in your career and developing key skills to succeed long-term. Michael will help you develop and implement a comprehensive financial strategy to meet your personal and family goals, while protecting your long-term financial health.

The growth of wealth. As you advance in your professional career, increased earnings can lead to more complicated or time-consuming wealth management requirements. Michael will introduce and implement more sophisticated strategies to minimize tax, grow and protect wealth, and ultimately help you enjoy confidence and clarity in your finances.

The protection of wealth. As a seasoned professional with considerable wealth already built, your wealth strategy will likely place an importance on preservation. Michael leverages his extended team of specialists at RBC Wealth Management to provide sound financial planning, Will and estate planning and insurance to help you protect your wealth and family or business.

The transfer of wealth. Michael works with an experienced Will & Estate Consultant at RBC Wealth Management to ensure you have complete control over the legacy you pass to future generations. Whether your wealth will help loved ones fund future goals like education or home ownership, or help advance a cause or charity that is close to your heart, Michael and our team will help you minimize tax and maximize your impact.

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Wealth Transfer Report

Wealth Transfer Report

It's estimated that within a generation, US$4 trillion will be passed down to inheritors in Canada, the United Kingdom and the United States. Yet wealth rarely endures long enough to create a legacy that lasts for multiple generations.

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Advisor

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Financial Planning Specialist, RBC Family Office Services


Advisor

Will & Estate Consultant, RBC Family Office Services


Advisor

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.