The freedom to live the life you want

Whether it is for your personal needs and those of your family members or for asset management solutions, retirement planning, tax planning or estate planning for you or your personal business and holding company, we're here to listen and give you the necessary solutions to develop, preserve and protect your family and corporate legacy.

The Racine-Marcotte Advisory Group is proud to be part of the RBC Wealth Management family. One of the ten most important wealth manager in the world, RBC Wealth Management directly serves affluent and high net worth clients in Canada, the United States, Latin America, Europe and Asia and provides asset management and trust products and services directly and through RBC partners and third-party distributors. RBC Wealth Management has more than C$535 billion of assets under administration and more than C$300 billion of assets under management.

We are the ''gate keepers'' of your assets, protecting them against market fluctuations, taxation, emotional decisions or other barriers that can damage your personal long term financial situation and that of your corporation.

 

Differences between the equity and the real estate market

 

The importance of diversification in a successful portfolio

 

How to build a well diversified portfolio with success

 

Nathalie Racine, FCSI, CIM

Senior Portfolio Manager

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Recognition and Thank you for your referral event

Aug 10, 2023 05:00 PM Eastern Daylight Time - Aug 10, 2023 08:00 PM Eastern Daylight Time
Location To Be Determined

We are very excited to be hosting a client recognition and thank you event. Please stay tuned or reach out for information.


Reconnaissance et remerciement pour reference

Aug 10, 2023 05:00 PM Eastern Daylight Time - Aug 10, 2023 10:00 PM Eastern Daylight Time
Location To Be Determined

Nous sommes très heureux d’organiser un événement de reconnaissance à l’intention des clients et de vous remercier. Restez à l’affût ou communiquez avec nous pour obtenir des renseignements.


The 5 most important things to know about Wills and Estate Planning

Jun 07, 2023 06:00 PM Eastern Daylight Time - Jun 07, 2023 08:00 PM Eastern Daylight Time
Restaurant Aya 16977 Rte Trans-Canada Kirkland, QC

 

 

What’s better time than a cocktail hour to discuss Estate Planning!

Join us for this informative ‘’6 to 8’’ session to learn the advantages of having a Will and up-to-date estate plan. Gain expert insights from our guest speaker who will address such key issues as the rights of the common-law spouse and/or married spouse in an intestate succession, the situation with minor children, and the consequences of not having a Will or mandate in case of incapacity involving the Public Curator.