Going above and beyond for you

 

We leverage our world-class expertise and experience to provide all-encompassing wealth solutions to several key client groups.

Three people meeting in an office.

Professionally incorporated individuals

Small business owners, healthcare professionals, specialists with multiple clinics, lawyers, accountants and others who have chosen to incorporate require sophisticated wealth solutions that take into account their personal and business needs.

We offer:

• Proprietary tax strategies related to “passive income” that ensure the corporation does not lose its yearly $500,000 small business tax exemption

• Tax strategies to maximize the “lifetime capital gains exemption” following the sale of a business

• Comprehensive financial plans and estate planning strategies

• Tax efficient strategies to personally withdraw capital from the corporation on a monthly basis using proprietary investment vehicles

• Access to exclusive business lending and cash flow solutions

• Introductions to our preferred partners, including tax lawyers, specialized accountants, and our colleagues at RBC Private Banking

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Multigenerational families

Affluent families looking to build a legacy for generations to come need a “family office” approach to help them get there.

We offer:

• Multigenerational wealth planning and protection strategies

• Will and estate solutions, with a focus on estate transfer planning

• Full integration with lawyers, accountants, and other professionals

Three people sitting around a laptop.

Foundations and not-for-profits

We currently specialize in providing advisory services to foundations. Organizations with clearly defined goals and investment parameters can benefit from our financial strategies that reflect their fiduciary and record-keeping needs.

We offer:

• Guidance and support on the overall objectives of the foundation to maintain continued alignment with the organization’s greater goals

• Communication with the Board of Directors to ensure they have oversight and remain part of the quarterly review and decision-making processes

• Development of a governance system that establishes a set structure and allows for the prudent management of the investment process