At RBC Dominion Securities, wealth management extends beyond investment advice and money management.
With the help of taxation strategies, we first prepare a clearly defined plan that meets your needs in helping you protect your lifestyle and manage your nest egg, using the best investments with a view to creating, protecting your legacy or simply providing you with the peace of mind you deserve and protecting your lifestyle.
As well, we aim to protect your wealth during your lifetime by way of insurance and taxation strategies to:
- Plan your retirement
- Preserve the value of your estate for your beneficiaries
- Transfer your wealth in a tax-efficient manner to:
- family members
- a charity of your choice
- other beneficiaries
Our team is able to guide you through each stage of life by helping you understand the various financial issues, addressing your concerns and presenting you with options at pivotal moments in an entirely objective manner.
This personalized service is available now in collaboration with my team’s professional colleagues.
