Creating wealth is just the beginning

You’ve already achieved so much in life. Yet there’s so much more. You may want to help your family members get started in life, fulfil your next career or business ambition, make a meaningful difference in your community – or create a lasting legacy for future generations. Perhaps you want to live a legendary life of adventure, or simply live comfortably in retirement. Whatever your goals, we will take the time to understand what you want to accomplish in your life – and how your wealth fits into the plan. Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.

While doing so, we will always keep in mind that your wealth is just the beginning – and not the end goal itself. We understand it’s really a way to achieve more, give more and experience more. We invite you to learn how our knowledgeable team of professionals, backed by the global resources of RBC Wealth Management, can help you grow more than wealth.

Our clients

We work together with you to make a positive difference for you and the world we live in.

 

  • High-net-worth women and families looking for professional guidance to effectively manage all their assets, transfer to the next generation in a tax-efficient way, while offering their family members access to tailor-made training in personal finance.

 

  • Entrepreneurs who want support in the management of personal and business assets, risk control, a support for a tax-efficient business transfer and succession protection.

 

  • Professionals who are looking to organize their businesses in order to protect their assets, minimize their tax burden, optimize their assets and estate planning.

 

Integrity, passion and efficiency are the cornerstones of our team’s approach.

 

 

 

 

 

Guiding you at each milestone in your life

We can guide you when you are:

  • Searching to get a 360-degree view of your overall family wealth in order to know your risks and opportunities.
  • Preparing to sell your business assets and seeking advice on how to convert these assets into a well-funded retirement and equitable estate for your beneficiaries.
  • Concerned about the resilience of your portfolio in turbulent times
  • Looking to find out what your future income will be, indexed after taxes, in order to finance your desired lifestyle.
  • Seeking tax-efficient investment strategies to help transfer your wealth to the next generation.
  • Updating your Will or overall estate plan.
  • Receiving an inheritance and wondering about your options for managing your new financial responsibilities.