A disciplined approach to investing and Wealth Management that delivers results
We make it a commitment to offer our clients an exceptional service based on the best Wealth Management solutions.
To help our clients with wealth management concerns and financial planning, we work with a team of specialists, including tax, financial and estate planning professionals, as well as business owner specialists to help with additional levels of complexities.
Together we assist our clients with:
• Planning and saving for retirement
• Getting optimized investment income
• Using tax reduction strategies
• Protecting their lifestyle and estate through various strategies
• Establishing trust structures for the transfer of family wealth & for education savings purposes
• Creating legacies through our charitable giving program
• Maximizing the sales value of their business
• Acquisition of businesses, buildings and properties
The Strength of a Large Bank
The resources of RBC Dominion Securities Inc., Canada's leading financial institution, enables us to offer our clients access to a full range of products and services, above all, to guarantee the greatest financial stability.
Group Bonnet Wealth Management
Your partner for financial success
Our success rests on use of discretion and four fundamental principles:
• Adopting a sustainable and thoughtful investment approach
• Building a high quality portfolio tailored to each individual
• Preserving capital by investing with a margin of safety
• Choosing personalized financial solutions for tax and estate planning
Our clients have made tremendous efforts to raise the money that they have entrusted us to manage and we make it a priority to achieve superior performance and to protect the fruit of their labor.
