Wealth management solutions designed for you
Recognized as one of the leading investment teams in Edmonton, The Grey Wealth Management Group of RBC Dominion Securities provides a comprehensive range of wealth management services designed to your unique specifications. To provide a tailored plan, we follow a proven disciplined five-step process. Your wealth management plan may include: investment, financial, tax, insurance, and Will and Estate planning.
Investment solutions
In order for your portfolio to grow, it is important to find the most appropriate investments based on your unique values, comfort level to risk exposure and portfolio size. To do so, our team will create a personalized Investment Policy Statement (IPS) for every client.
The IPS spells out your risk tolerance, ideal portfolio make-up and investment strategies we will take to achieve your goals. It also defines your relationship with your our team by providing examples of when you can expect our team to contact you, and outlining ways you can contact us to address your questions.
Find out how customized solutions can bring you closer to achieving your investment goals. Contact us for a complimentary consultation.
Financial planning
We understand that investments are only a small part of your overall plan to:
Enjoy your wealth
Save for retirement
Help with a loved one’s education
Create a legacy through charitable gifts
Build and transfer your estate
A comprehensive financial plan is built from a detailed analysis of your current situation and explores opportunities that will ensure you are on the right course. With the help of our accredited financial planning expert, our team will provide you with a plan that maps out tax-efficient strategies to achieve your goals.
Let us help clarify the big picture and get your investments working towards achieving all your goals.
Tax-efficient strategies
For many of our clients, implementing tax-effective strategies to maximize their wealth is an important part of their wealth management plan. With the complimentary services of our dedicated financial planning expert, we help:
Preserve our clients current wealth
Maximize after-tax retirement income
Integrate business and personal tax strategies
Protect the value of their estate for the future
Insurance solutions
Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending on each client’s unique situation our insurance specialist can develop strategies that:
Protect your wealth from the unexpected financial burden of illness or accidents
Benefit from personal and corporate tax savings
Build wealth for your estate or a charitable contribution
Minimize the impact of taxes on your estate
Will and Estate planning
Our legal Will and estate expert can help simplify the complex estate planning process so you don't have to make any compromises to your legacy. With a complimentary consultation, our team can help address your estate planning concerns and objectives, and recommend the steps you need to take to achieve your goals. Whether its updating your Will or creating one from scratch, establishing a trust for your loved ones, or setting up a charitable foundation, we can incorporate tax-efficient strategies to your plan.
We would be happy to discuss how innovative Will and Estate planning strategies can be a part of your wealth management plan. Contact us today to learn more about our services.