Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial goals and life style choices.
Whether you're looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals. Perhaps minimizing income taxes, insurance, estate or retirement planning are important to you. You may not even be certain what you need. Regardless of your situation, Phil will conduct an in-depth review of your individual circumstances before any suggestions and recommendations are made.
Through Philip Shute, you have access to the resources and expertise of RBC Dominion Securities- Canada's leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.
Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs, In addition, several banking and insurance services are available through our partners in RBC.
Call us today @ (250) 334-5609 to find out more about how our services can help you enjoy your success today as you build and preserve your wealth.