Hello, I'm Mike Ellis. For 30 years, my team and I have been helping conservative investors make sure that they are doing the best that they can. It is complicated. RSPs, LIRAs, tax-free accounts, RDSPs, IPPs, CPP, life insurance, capital gains, dividend tax credits, family trusts-- it never ends. It's not going to get any simpler and it is important. Are you doing the best that you can? Do you need help navigating? Now in particular, I help people with retirement income planning. Whether you're just getting serious about planning for retirement or if you are already there, I am here to help. Indeed, I have helped hundreds of people just like you.
The last part of a great retirement plan is an estate plan that ensures the maximum amount goes to the people you care about and a bare minimum goes in taxes. With advanced training and licenses, and the support of Canada's Premier Wealth Management Company, I will make sure that you will get to where you want to be. When we work together, you will have less to worry about, more peace of mind, and more time and energy to focus on the things that are most important to you. If you want to discuss, just give me a call.
This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.
