From our offices in downtown Guelph, Bird Elinesky Schuett Private Wealth Management provides you with a full service wealth management experience that is tailored to your needs.  

We understand that attaining a certain level of affluence creates new opportunities but also increases your financial complexity.

Our comprehensive and long-term approach to wealth management encompasses financial planning, investment management, tax minimization, wealth protection, insurance and estate planning. We recognize that complex issues arise for individuals with substantial assets and we provide a personalized strategies that include:

  • Accumulating wealth and growing your assets
  • Protecting your wealth by managing risk 
  • Identifying tax-minimization opportunities
  • Converting your wealth into an income stream
  • Farm and business succession planning
  • Transferring wealth to your heirs and creating a legacy
  • Socially responsible investing

Contact us at 519-822-2024 or email beswealth@rbc.com - You can be confident that you will receive the personalized professional advice that will help you to achieve your financial goals.

Bird Elinesky Schuett Private Wealth Management; serving Guelph, Milton, Georgetown, Fergus, Elora and surrounding areas.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

 


Read our most recent blog posts below. Did you miss one? View our full blog library here

Recent Posts

hands writing on paper

Long-term planning can help allay Canadian investors’ concerns for the future

Oct 10, 2019

Saving enough for long-term goals like retirement and preserving wealth to pass down to the next generation, while managing an increasing cost of living and other more immediate expenses and needs, can be challenging, but long-term planning can help.

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Investment, tax and lifestyle perspectives

Sep 26, 2019

Stay up-to-date on the latest articles and special reports!

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Farmer 4.0: How the Coming Skills Revolution Can Transform Agriculture

Aug 30, 2019

A fourth agricultural revolution is underway, and this one isn't powered by seeds or diesel. It's all about data.

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