Providing simplicity and comprehensive wealth management including:

  • Comprehensive projection analysis
  • Tax minimization strategies
  • Premier and Private Banking
  • Succession and transition planning
  • Customized Investment Policy, monitoring and tactical risk management
  • Simplicity and convenience with: commercial banking, small business banking and private banking
  • Group financial solutions including investment and benefit plans
  • Banking and custodial solutions with the assistance of specialists at RBC Royal Bank and RBC Investor & Treasury Services
  • Customized reporting solutions on a monthly basis and at year-end for audit purposes
  • Monthly statements, and publications of interest
  • Encrypted email options