Creating wealth is just the beginning

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need advice managing wealth for yourself, your family, or your business, you will receive a personalized approach from your RBC Dominion Securities Investment Advisor.  As the top wealth management firm in the country, we know that a team approach is essential to the success of your plan.  That is why your Advisor has access to industry-leading Wealth Planning Specialists, including Financial Planning Specialists, Will and Estate Consultants, Estate Planning Specialists, Trust Advisors, Business Owner Specialists, Portfolio Strategists, Research Analysts, and more, who will provide the professional advice you need, from start to finish.

Your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us if you would like help in choosing your Advisor, or simply to learn more about how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

 

Michael Kawa, CFA

Branch Manager

 

Financial Goals

1. Prepare for my retirement 

2. Manage unexpected risk

3. Set aside money for kids education

4. Growing my business

5. Donations to charity

6. Leaving a legacy

 

Meet the Sudbury Advisors