RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
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.
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.
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.
For the most complex situations, we engage RBC’s high-net-worth specialists and business owner specialists to contribute to strategies relating to tax, estate, business and retirement planning for affluent business owners.
Working with your own lawyer and an RBC Will and estate specialist, we identify opportunities to protect, simplify, and grow your estate so that the legacy you’ve built for future generations is an enduring one.
Insurance can provide tax exempt growth, effective transition of wealth to future generations, and protection for the future of your wealth and estate. Our Estate Planning Specialists expertly leverage a vast range of insurance solutions to enhance your total financial picture.
Our banking partners specialize in providing highly tailored credit and lending solutions, for everything from business sales or acquisitions, to general money management, to navigating other major purchases.
