Will & Estate Consultant
Our Will and Estate Consultant can help you address your various estate planning concerns, and recommend the steps you need to take to achieve your goals - whether it's updating your Will, creating a trust, or setting up a charitable foundation.This service is available to RBC Dominion Securities clients with investable assets greater than $500,000.
Our Insurance Consultant can help you protect everything you have worked so hard to build through innovative insurance- based strategies that minimize the impact of taxes on your estate.
Prepared by our accredited financial planning experts, the Compass Financial Plan provides a comprehensive, customized analysis of your financial situation. It looks at all aspects of your financial affairs, including tax, retirement and estate planning.RBC Dominion Securities clients with investable assets greater than $1,000,000 have access to this high-value service.