Who we help
Our services are best suited for those who require a higher level of professional service. Ultimately, our clients tend to have portfolios above $1 Million or are very serious about building wealth, and are normally referred to our team when they’ve outgrown their current advisory channel. We also reach out to specific individuals from time to time who we believe may benefit from our approach.
Some of our clients include:
Business Owners and Entrepreneurs – As a business owner you need to focus on the things that make you successful. To protect and maximize the fruits of your labour we provide strategic advice that allows you to enjoy your success. We act as a quarterback to work with the professionals in your life (e.g. accountant, lawyer, etc.) to ensure that the advice you receive is complete and accurate. We specialize in strategies that help transfer wealth from your business to your family and help protect your achievements along the way.
Retirees, Widows and Widowers - You have dedicated your life to your work and your family, building a nest egg for retirement. It is paramount that we conduct a plan to ensure that your lifestyle spending in retirement can be sustained given your now limited ability to grow your wealth through employment earnings. Many of you have little or no experience or interest in managing investments, and we help you with that.
Legal Professionals – As a legal professional you hold yourself to a high educational standard and you should expect the same from your financial advisory team. We are professionals in much more than just investment management. We can advise you on strategies that help you plan and protect your wealth today to ensure that your hard work produces the results you desire in the future. Financial planning, family trusts, and advanced insurance strategies are just a few of the areas we typically assist with.
Medical Professionals - We specialize in dealing with the complex financial needs of medical professionals. Exceptional service is a big part of how we work with medical professionals in their busy lives. Our expertise covers professional incorporation, income splitting, individual pension plans (IPP) as well as family trust and other advanced planning options.
High Net Worth Families – Managing and planning of assets is key to ensuring that multiple generations enjoy the success of your family for years to come. We take the time to understand your desires and work with the other professionals in your life to recommend and implement strategies. Some strategies may include a family trust, spousal loan, or insurance.
Should We Work Together?
Our services are not right for everyone, but if you appreciate the benefit of my four decades of investment experience with our firm, coupled with the finest team of resources that RBC and RBC Dominion Securities bring to the table, we should definitely meet for a simple introduction.
I invite you to contact me to arrange an initial consultation and find out if we’d be a good fit for you.
