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Wealth Strategies for Business Owners

Mar 28, 2019 03:00 PM - 04:29 PM Eastern Daylight Time
Venture 13 732 D'Arcy Street Cobourg, On

Join us with specialists in tax and estate planning to discuss specific strategies for managing business wealth


Neil Ganson

Investment Advisor

905-372-3379 | Email me

How to choose an advisor?

In a town with as many investment advisors as restaurants, how do you choose the one that’s right for you?

Simple. You don’t.

Rather, choose a team of experts to ensure that the solutions are aligned and tailored to your personal situation. This includes your own investments, insurance solutions and other wealth management areas.

In addition, we can refer you to our professional colleagues to address important areas, including employee benefit programs, tax and estate planning, and business valuation, facilitation and brokerage.

Creating wealth is just the beginning


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

 

Family inventory checklist

The Family Inventory

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