助您实现个人及财务目标

财富管理以一个全方位的取态,帮助您实现对未来财务的期盼,它涵盖的范畴远超于投资建议。

我们采取综合化方式管理财富,帮助您:

  • 保护生活方式
  • 管理积蓄
  • 规划退休
  • 创造福泽后代的遗产传承
  • 及其他多种优点

我们期待帮助您了解在不同人生阶段将要面对的种种财务问题,需要关注的事项和各种机遇,让您和家人从错纵复杂的环境中顺利前进。

如欲与我们商讨您的财务目标,并希望了解我们如何为您效劳,请随时与我们联系

Coordinating your affairs to simplify your financial life

Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, we will be there as a personal guide.

To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.