Wealth Solutions for Business Owners and Executives
As a business owner, your success is driven by your ability to implement sound strategic decisions in the face of uncertainty. Similarly, the decisions that you take for your personal financial health are instrumental in protecting your wealth, income, and lifestyle. By proactively planning for retirement, the sale of your business, and ultimately the transfer of your estate, you can ensure a smooth transition into a well-funded retirement.
At RBC Wealth Management, our team pride ourselves on the systematic approach we take in evaluating your current financial situation, diagnosing potential issues, identifying gaps between your current state and desired future state, and then creating dynamic solutions to help you get there. With years of experience supporting business owners like yourself, we bring the full breadth of RBC Wealth Management.
Our services include:
- Financial planning to help you clarify your goals and timelines and outline step-by-step strategies to achieving them
- Investment management, taking into account your goals, life stage, and risk tolerance
- Tax planning, through structuring of your personal and business finances to minimize tax, and increase your income and wealth
- Estate planning to ensure that your legacy and your family is protected
- Charitable giving, through a personal foundation that donates to the causes that matter to you
- Corporate cash flow management to help you manage your business cash flow by reducing borrowing costs and taxes, and maximizing savings
- Advice seminars and world class research on the global and local economy and how it impacts you and your business
In addition, we bring in our RBC Partners such as RBC Personal & Commercial Banking, Group Advantage, Mortgage Specialists, etc. to create a one-stop solution to add value and to save you time and money.
