The Freedom to Live the Life You Want As you enjoy greater successes in life, your financial affairs will invariably become more complex and could demand more of your time – time that you would prefer to devote to other interests and responsibilities. To help you delegate the management of your financial affairs with confidence, Ingram-Zuk Wealth Management is pleased to offer professional portfolio management as part of RBC Dominion Securities’ Private Investment Management program. Our premium level of discretionary wealth management is ideally suited for:

 

  • Busy entrepreneurs, professionals and executives.

We are experienced in providing comprehensive services designed to address your multi-faceted concerns, simplifying your life, giving you the freedom to pursue your other priorities and providing you with the confidence that your wealth goals will be achieved. Whether you need assistance managing your family’s wealth, maximizing your business investments or providing stewardship for non-profit assets, together with our larger team at RBC Wealth Management, we bring together the solutions you need in key areas such as financial planning, private banking, investment management and estate and trust services. As your life changes, we will tailor your plan to meet your needs today and in the future. Among the various wealth management needs that you will have through your lifetime, we will help you with:

  • Accumulating wealth and growing your assets

  • Protecting your wealth by managing risk

  • Managing the affairs of your loved ones

  • Converting your wealth into an income stream

  • Transferring your wealth to your heirs in the most tax efficient manner

  • Creating an enduring legacy

 

  • Retired individuals who travel or would rather dedicate time to other interests and pursuits

Are you nearing retirement or are you already there? Do you travel the world or hope to? Is your dream to spend your winters in the south? For most people, security in retirement is a primary financial goal. Your lifestyle through retirement will change as time passes and we will assist you through those changes.

Stage I – The Early Years.

Portfolio objectives change to allow for preservation of your capital and income for you.

Stage II – Adapting to Change.

You may downsize, so additional assets may become available for investment and income. Review of Wills, Power of Attorney for property & personal care accurate and current. Assist in creating a living legacy.

Stage III – Security & Comfort in Later Years.

Medical expenses increase so an adjustment for investment income may be required. Consideration for long-term care if required – insurance is an option Ensure your estate is in order and sharing your wishes with your loved ones. Explore effective strategies to reduce tax and probate fees. Appointing an executor: consideration to RBC Estate & Trust Services.

 

  • Individuals responsible for family investments

Acting as an attorney is a tremendous responsibility and one that should not be given, or taken on, without careful consideration. We have an expert team in RBC Estate & Trust Services who we work closely with to ensure all of your responsibilities are addressed and the donors wishes realized.

 

  • Not-for-profit organizations, foundations & endowments

The RBC Charitable Gift Program fulfills a client’s desire to set up a charitable giving program through a foundations structure, but with much less capital, lower set-up costs and less administrative work than a private foundation. We also specialize in other forms of charitable giving including endowment funds, gifts of life insurance, bequests under a will, gifts in kind and more

 

 

Contact us

For a team that cares deeply about your financial well-being with the greatest integrity, professionalism and privacy, please call us: 250.712.2124 or 1.877.862.0722.