Transborder Solutions Designed For You

At the Madill Investment Team, we understand that you have unique tax planning and investment needs. Whether you are investing for yourself, your family, your business or other organization, we can provide the professional investment management you need.

Our team of highly qualified professionals provides the complete spectrum of both advisory and discretionary investment services to high-net-worth clients. Through our team, you also have access to all the resources of RBC Financial Group, Canada's largest bank and the 6th largest Bank in North America.

 

Wealth Management Expertise

We specialize in professional wealth management for individuals, corporations and trusts. No matter what your needs, we can custom-design an investment solution for you:

  • Corporations/Institutions - We help administer portfolios with a view to maximizing returns while balancing risk.

  • High-Net-Worth Individuals and Families - For retirees, business owners or busy investors with an active career to manage, we can create and manage a customized portfolio. Our goal is to maximize performance of your financial assets, while minimizing tax liabilities and balancing risk.

  • Estates - We will prepare a detailed analysis of the estate and implement a plan to create estate value, establish trusts, minimize tax liabilities, update Wills and assess executor/power of attorney.

  • Retirement - We can create a worry-free personal retirement and financial plan.

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