Determining your unique financial goals requires a personal approach

You may be investing to build your financial future or to protect what you have already built. Whatever your specific needs, Boothman Private Wealth Management can help you craft an investment plan.

  • Plan for growth: If you are busy managing an active career or business, we can produce a customized, tax-efficient portfolio that helps balance risk with growth potential.
  • Plan for retirement: If you are looking for RRSP/RRIF advice, we can work with you to create a worry-free retirement plan – so you can create and enjoy the lifestyle you want.
  • Plan for comfort: If you are an experienced investor ready to enjoy the rewards of success, we can assist in administering your portfolio while generating a satisfying income.
  • Plan for security: If you are receiving funds from an estate or inheritance, we can provide strategies to help preserve capital and generate income.

A Comprehensive Approach to Building and Protecting Wealth

To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.  Whether you are looking to build on your retirement savings, secure a steady investment income or preserve your wealth, we can help.

Finally RBC Dominion Securities Second Opinion Service is a complimentary 4 step process designed to determine if your current investment portfolio is properly structured to achieve your goals. 

Have you ever wondered what your financial future looks like?

Wouldn't it be nice if there were a simpler way to get a holistic view of your changing wealth management needs and track progress towards meeting your future financial goals?

Introducing RBC Wealth Management myGPS