Our Comprehensive Approach to Private Wealth Management
At RBC Dominion Securities we believe in commitment, ongoing professional development, and in demonstrating leadership within our profession for excellence. We take the time to fully understand where you are today and where you want to be in the future. We create a personalized road map and customized investment solutions that bridge that gap and help you to achieve your life goals.
Given our multi-disciplinary approach, we provide access to in-house team of specialists, including tax, financial and estate planning professionals to develop and implement a comprehensive wealth management strategy. Together we assist our clients with:
- Planning and saving for retirement
- Generating investment income during retirement
- Investing surplus cash in a corporation or holding company
- Estate planning to structure your estate in an efficient and tax-effective manner
- Lifestyle and estate protection using insurance-based strategies
- Trust structures for family wealth transfer and education savings
- Creating your legacy through our charitable donation program
- Maximizing the value of your business for sale, and preparing an effective succession plan
Please click here if you would like to schedule a conversation or if you have any questions about the services I can provide.