What are your reasons for seeking financial advice?
The financial world has become a labyrinth of twists, turns and surprises around every corner. Finding your way can be challenging, particularly if your needs are specialized or your affairs are complicated.
Warren's focus is on clients who have reached a stage where their financial affairs have become increasingly complex. They require high-level assistance to navigate the labyrinth.
We make sure their objectives are fully understood, that their goals are set on the right course and achieved with peace-of-mind.
Our clients include:
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Successful professionals who want to free up their time to focus on personal and career goals
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Business owners who are considering selling or who have sold their company and require direction
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Pre-retirees who want to make the most of their retirement savings
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Retirees who need innovative strategies to maximize their after-tax retirement income
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Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
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Farmers looking to transition the business to their heirs and who wish fairness for children who have chosen other careers
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Individuals who have partners or shareholders and want protection against death or disability
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Philanthropists looking for creative ways to cement their legacy through charitable, planned giving.
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Non-profit organizations requiring assistance managing investment assets according to specific guidelines
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Snowbirds and US property owners in search of clarity regarding US estate tax
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Wealthy individuals from foreign countries who want to immigrate to Canada and need advice on bringing their assets in
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Individuals who are concerned that their children may not be in a position to handle inherited funds effectively
Our clients have access to an outstanding network of professionals including lawyers, accountants and actuaries. As a member of the RBC Financial Group, Warren may personally refer you to his contacts in Investment Banking, Global Private Banking, RBC Insurance, Corporate Banking or Agricultural Banking.
Are you searching for a high-level approach to financial management?
Tell us about your reasons for seeking financial advice & your unique challenges.
