A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Advisor

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Private Banker, RBC Private Banking


Doug Waymark
Financial Planner Consultant

Doug brings more that 30 years of experience in financial services to his role as a Financial Planner. Experience that has honed his ability to see clients successfully negotiate each stage of their financial lives. Committed to constant improvement, Doug has complimented his career experience with extensive professional training. He is a fellow of the Institute of Canadian Bankers, a Certified Financial Planner, and a Financial Management Advisor. In addition, he holds the Specialist Trust Institute designation