As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, we can help.

Recognized as one of the most experienced advisory team in Durham, Luukkonen Partners provides a comprehensive range of wealth management services designed to your unique specifications.

Getting the right investment advice is a key part of managing your wealth. But its just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner.

Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Luukkonen Partners will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life:

  • Accumulating wealth growing your assets for future goals like retirement. 

  • Protecting wealth maintaining your assets to protect your financial well-being.

  • Converting wealth creating an income stream to live the retirement lifestyle you want.

  • Transferring wealth creating a lasting legacy for your family or other beneficiaries.

Luukkonen Partners offers access to several wealth management services, including financial planning, Will and estate consultations and insurance strategies.

As a part of RBC Dominion Securities, Canadas leader in wealth management, our team has access to all of the products and services required by todays sophisticated investor. From traditional transaction based accounts to fee-based portfolios we can meet the needs of almost any investor. Beyond these services our team can provide a unique service for local investors through the Private Investment Management program.

Private Investment Management is a premium program that provides a discretionary portfolio management service to affluent investors.