Wealth management

We believe a proper wealth management strategy ensures you and your family make the most out of life, and live completely free of financial stress or uncertainty.

Delivering on that requires much more than a sound investment portfolio – it requires that we act as the dedicated coach to your greater advisory team. With your financial plan and business summary as a core, we collaborate with the best specialists in the industry to incorporate tax minimization, legal and estate planning, wealth transfer solutions, and much more, into your total wealth strategy.

The Financial Plan

After a rigorous discovery process, we can evaluate your financial situation and zero in on all the ways to strengthen it. This is where an all-encompassing Financial Plan becomes the key to your success, acting as a systematic road map and coordinating all the moving parts of your complex financial life. And, as coaches, we ensure all your professionals – like your accountant, lawyer, and the wealth management specialists of RBC – have a seat at the table.

The Business Owner Summary

Business owners know that balancing family, lifestyle, and business is a juggling act that doesn’t always leave room for money management. We take care of your financial life for you, starting with The Business Owner Summary. It provides a detailed snapshot of the state of your business – uncovering opportunities to minimize risk, solidify business goals, and manage personal and corporate wealth more tax-efficiently.