Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.

 
Jim Ferrier's Team offers services designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
 
Our typical clients include:
 
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Not-for-profit organizations requiring assistance managing investment assets according to specific guidelines
  • Corporations requiring cash management and longer-term financial planning
Backed by the century-old tradition of RBC Dominion Securities Canadas leading full-service wealth management firm you can be confident that you will get the professional advice and services you need.
 

Contact us today to arrange a complimentary consultation our team of experienced wealth management professionals will be happy to discuss your unique needs.