Tony Luxton - Testimonials

What our clients have to say about us

"I have been meaning to write to you for some time. Doctors as you may know are not usually wise in investing their money.

My accountant suggested I speak to you. That was almost three decades ago. I met with you and decided to put my future in your hands.

You made yourself aware of my situation and my family requirements. Over the years you guided my financial course. I retired three years ago. Without your help I would have had to downgrade my life style significantly. I did not have to do that. Thanks to you I have the peace of mind that financial security provides.

I am very thankful."

~Harold Weizel, MD

"Smith + Andersen recently made significant changes to its group benefits program. Tony Luxton and his team were instrumental in this process. Tony reviewed the services available for a company our size, and together we explored our needs and goals to determine best course. Tony and his team developed solutions that were tailored to our business objectives. We implemented an enriched group benefits program that produced cost savings along with a group retirement plan to assist and support employees with retirement savings. The RBC Group Advantage team takes the time to meet with individual plan participants to understand their financial goals and recommends strategies suited to their situation. These program changes have been positively received by employees across the Smith + Andersen group of companies and we look forward to a continued partnership with Tony Luxton and the team at RBC Group Advantage."

~Kevin Farbridge, Principal at Smith + Andersen

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

Growing assets for future goals like retirement
Maintaining assets to protect financial well-being
Creating an income stream for retirement
Creating a lasting legacy

View transcript & Disclaimer

Do you ever find yourself asking questions like, how can I manage my family's higher tax burden and lower our taxes? How can I reduce the financial risks facing my family? How can I maximize my after-tax retirement income? How can I leave a greater legacy to my family and charity? If you're asking questions like these, you may have reached a stage in life where your financial affairs have become more complex.

That's where wealth management can help. So, what is wealth management? Wealth management is a term often used synonymously with investment management. But it's actually much more than that. Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall wealth plan.

This includes investing, financial planning, tax minimization strategies, retirement planning, business succession planning, wealth protection strategies, and estate planning. Essentially, wealth management looks at everything you need to address your various financial concerns at each stage of your life, from building your wealth for future goals like retirement to converting your wealth into a tax-efficient retirement income to transferring your wealth to the next generation.

One of the most important benefits of wealth management is that it's a coordinated approach. That means that you have one key advisor who links in experts from other areas. For example, RBC wealth advisors each specialize in different areas, such as investment management, financial planning, or private banking. But they work together to make sure their clients have the benefits of all of these different areas of expertise.

And at RBC, each of our wealth advisors also has the support of the RBC wealth management services team. The RBC wealth management services team has over 200 tax, legal, and financial experts all focused on helping RBC advisors manage their clients' wealth.

So what is wealth management? Ultimately, wealth management is really all about helping you make sense of the greater financial complexity you face and giving you greater confidence in your financial future. If you would like to learn more about how you can benefit from wealth management, I invite you to contact your RBC wealth management advisor.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.