Wealth Strategies for Families and Retirees
When you think about retirement, you feel excited at the possibility of more time for family, travel and leisure. However, you also feel apprehensive about whether you will have enough funds available to sustain a lifestyle of comfort and security for your family. The demands of raising children while caring for elderly family members can inhibit your ability to save for retirement. As a result, you feel unprepared to retire with no clear idea of how much you would need to facilitate a fulfilling retirement.
To maximize your income in retirement, it is imperative to build out a dynamic plan tailored to your life circumstances, goals and timelines, while incorporating risk.
Alan's team at RBC Wealth Management helps you define your vision for an ideal retirement, and then helps build strategies and solutions to get there. We establish dynamic investment, tax and insurance strategies to help to achieve the retirement you dream of. We help build estate planning strategies for a peaceful transfer to your heirs, while minimizing taxes.
Our team of experts brings years of experience supporting business owners like yourself. We bring the full breadth of RBC Wealth Management to support our clients through services such as:
- Financial Planning to help you clarify your goals and timelines and outline step-by-step strategies to achieving them
- Investment management, taking into account your goals, life stage, and risk tolerance
- Tax planning, through structuring of your personal and business finances to minimize tax, and increase your income and wealth
- Estate planning to ensure that your legacy and your family is protected
- Charitable giving, through a personal foundation that donates to the causes that matter to you
- Corporate cash flow management to help you manage your business cash flow by reducing borrowing costs and taxes, and maximizing savings
- Advice seminars and world class research on the global and local economy and how it impacts you and your business
In addition, we bring in our RBC Partners such as RBC Personal & Commercial Banking, Group Advantage, Mortgage Specialists, etc. to create a one-stop solution to add value and to save you time and money.
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