Achieve financial freedom with professional wealth management

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 assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And 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 to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Navigating the markets: Smart strategies for seniors

May 15, 2025 06:00 PM Eastern Daylight Time - May 15, 2025 07:00 PM Eastern Daylight Time
380 Princess Royal Drive Mississauga, Ontario

Join Adam Carney, Investment & Wealth Advisor with RBC Dominion Securities and Joseph Blain, District Vice-President, RBC Global Asset Management, for an exclusive event designed to help seniors stay ahead in today’s ever-changing financial landscape. We’ll dive into the latest updates in the equity and fixed-income markets, exploring how shifts in the economy may impact your investments and retirement plans.


Our discussion will cover:

• Market trends and what they mean for your portfolio

• Fixed-income opportunities to create stability in uncertain times

• Smart equity strategies to preserve and grow your wealth

• Practical steps to adjust your financial plan for long-term security


Whether you’re looking to protect your assets, generate reliable income, or simply stay informed, this event will provide valuable insights. Don’t miss this opportunity to gain expert perspectives and actionable strategies.

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Details of time and date for the event

Smart money moves: Wealth and tax savings strategies for seniors

Mar 21, 2025 03:30 PM Eastern Daylight Time - Mar 21, 2025 04:30 PM Eastern Daylight Time
Amica City Centre 380 Princess Royal Drive Mississauga, Ontario

Join us for an exclusive event designed to help seniors protect and grow their wealth while maximizing tax savings. Whether you’re planning for retirement, looking to reduce your tax burden, or seeking smart investment strategies, this session will provide the insights you need to make confident financial decisions.

 

Enjoy an informative discussion led by experienced professionals, where we’ll explore:

• Tax-efficient retirement income strategies

• Estate planning tips to preserve your legacy

• Investment approaches for long-term financial security

• Ways to maximize government benefits and deductions

Estate planning: Items to consider when choosing an executor

Jul 13, 2024 12:00 PM Eastern Daylight Time - Jul 13, 2024 01:30 PM Eastern Daylight Time
Amica City Centre 380 Princess Royal Drive Mississauga, Ontario

Join Adam Carney and Michal Janecek as we will delve into the essential aspects of estate planning, providing insights on how to ensure your assets are managed and distributed according to your wishes. We will also discuss the critical role of an executor and the responsibilities that come with it.

Whether you're planning your estate or have been named an executor, this presentation will equip you with the knowledge and tools to navigate these important duties effectively.

Don't miss this opportunity to gain valuable information and ask your questions. 

Adam Carney, Investment and Wealth Advisor

Adam Carney, CFP, CIM, FCSI

Investment & Wealth Advisor

Phone Number905-897-8390
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