When you choose The Stanton Group, we do the hard work, leaving you free to focus on personal, family and business priorities.
Our services encompass a comprehensive range of wealth management solutions. We will focus on your specific needs—whether your goal is accumulating wealth, protecting your wealth, transferring assets to your children, or converting your investments into a source of income.
Our Wealth Management Expertise
Your Portfolio Manger, together with our Wealth Management Specialists, will work together with your advisors to meet your needs in the following areas and more:
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Discretionary investment management, which is designed to help free you from the day-to-day decisions required to manage your assets.
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Aboriginal Banking Services
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Tax minimization, including strategic allocation of assets within your portfolio, using trusts, or income splitting with family members.
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Business succession planning to help ensure the smooth transition of your business to your chosen successor in accordance with your retirement or estate planning goals.
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Estate planning to ensure that your assets are distributed in the manner you intend and in the most tax-effective way possible.
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Retirement planning to ensure that the financial decisions you make today will benefit you when you are retired.
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Integrated credit and investing strategies, including leveraged investing strategies that have the potential to provide both enhanced returns and tax efficiencies.
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Cross-border private banking and investing through a network of RBC banking and investment specialists located around the world.
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Risk mitigation, featuring solutions selected through a comprehensive risk analysis, in order to preserve your wealth and your family's lifestyle.
A Complete Universe of Investment Options
In developing your wealth management strategy, we will draw upon a full range of investment options to meet your specific goals, investing time horizon and investor profile. This includes Canadian and global fixed income products; Canadian, U.S. and international equities; alternative investments; socially responsible investment choices and more.
How We Find the Best Investments for You
The RBC Investment Strategy Committee, chaired by Dan Chornous, Chief Investment Officer of RBC Asset Management, is a team of top investment professionals that provides regular analysis of market conditions and direction on investment policy.
