Financial well-being extends beyond portfolio performance. A wealth management approach considers financial planning, retirement planning, will and estate planning, insurance strategies and tax strategies to help achieve important financial goals. Our team of lawyers, accountants and financial planning professionals deliver the highest level of integrated wealth management expertise.
When you meet with a member of our Wealth Management Services team, we will work with you to understand your personal goals. Drawing on the depth of experience that members of our team have developed as caring professionals, we are able to present strategies that are appropriate for your personal situation. Reaching your goals often requires and interaction of strategies that minimize taxation, provide sufficient retirement income, safeguard your wealth and provide for the effective transition of assets between generations.
We will work with you to turn proposed strategies into actionable solutions. For example, both the Spousal Loan Strategy and the RBC Family Trust are solutions that may meet your personal goal of minimizing tax. Leveraging the experience and knowledge of both your advisor and members of the team, we can assist in determination which solutions can best allow you to reach your family’s goals. Implementation We will work with your tax and legal advisors to effectively execute on the strategies and solutions that will help you to reach your personal goals and bring you peace of mind.
A Life First Plan
We help you to find clarity in the aspects of life that you value the most. We then translate your dreams and goals into a comprehensive wealth plan with specific strategies for success, whichever stage of life you are in. A Life First Plan emphasizes our focus on helping you understand the financial implications of the decisions you make.