Wealth management is a comprehensive approach to achieving financial and life goals. Instead of different aspects of money working on their own to achieve one single objective, we bring all your financial strategies together to create one cohesive plan to achieve all your goals.
Depending on your situation and what you want to achieve, your personal wealth management can include strategies to:
Delegate your day-to-day investment decisions to a qualified portfolio manager
Integrate your personal, family and business investments in one custom-designed portfolio
Plan ahead to ensure you have enough income to enjoy the retirement lifestyle you want – and have it last for your life expectancy
Protect your wealth from risks such as market downturns, lawsuits, loss of income, and marital changes
Minimize personal and family taxes to keep more of what you earn, and more of what your estate receives
Access tax-minimizing strategies and solutions including family trusts and charitable giving funds traditionally reserved for ultra-high-net-worth families
Nancy believes that the best results are achieved working in partnership with a team of professionals offering expertise in all areas related to the management of your wealth. Specifically, Nancy has a specialized interest in helping people with estate planning to ensure your wishes are clearly and legally conveyed in your will.
Working with you, other professional partners and your personal lawyer and accountant, Nancy can help you create one simplified roadmap for the future by addressing all financial aspects at each life stage.
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. Credit and Lending products or services are offered through Royal Bank of Canada. Insurance products are offered through RBC Wealth Management Financial Services Inc., a subsidiary of RBC Dominion Securities Inc. When providing life insurance products in all provinces except Quebec, Investment Advisors are acting as Insurance Representatives of RBC Wealth Management Financial Services Inc. In Quebec, Investment Advisors are acting as Financial Security Advisors of RBC Wealth Management Financial Services Inc. RBC Wealth Management Financial Services Inc. is licensed as a financial services firm in the province of Quebec. ®Registered trademark of Royal Bank of Canada. Used under licence. RBC Dominion Securities is a registered trademark of Royal Bank of Canada. Used under licence. ©Copyright 2011. All rights reserved.