How We Help
At The Milligan Private Wealth Management Team, we are committed to providing our clients a peace of mind that all of their wealth management needs are solved. With access to the RBC Wealth Management Services team of over 200 wealth specialists, we can help you address all of your wealth management needs. Discover the expertise we have to offer:
- Customized investment strategies & asset allocations
- World-class asset manager access
- Award-winning research
- Tax-efficient portfolios
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- Customized banking solutions
- Dedicated banker to service daily banking & credit needs
- Cross-border banking solutions
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- Business asset management
- Succession planning
- Talent retention strategies
- Key person insurance
- Business sale strategies
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- Expert farm business planning
- Succession planning
- Commodity hedging strategies
- Farm sale strategies
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- Net-worth analysis & projections
- Income-splitting strategies
- Budget planning
- Key wealth strategy coordination
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- Retirement income planning
- RRSP maturity options
- Employer pensions
- Retirement goals analysis
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- Estate planning reviews
- Asset preservation
- Estate tax minimization
- Insurance needs analysis
- Up-to-date will & POAs
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- Creating an enduring legacy
- Charitable giving options
- Tax-efficient donations
- RBC Charitable Gift Program
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- Expert insurance needs analysis
- Expert insurance reviews
- Personal solutions
- Corporate solutions
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