Mauricio Bonaguro, CFA, CIWM

Caring beyond wealth

Money is a very important part of life, and deserves to be managed with responsibility and care. We understand the impact that life decisions and transitions have in your financial situation and vice versa. For this reason, our approach goes beyond just managing money. We care for the Families we work with, the Business Owners we help, the Charitable Organizations we manage, the Medical Professionals we assist, and our dear Retirees managing their nest egg and protecting their retirement lifestyle.

We work with all areas of Wealth Management to ensure you live a healthy financial life:

• Investment Management
• Retirement Planning
• Business Succession Planning
• Insurance
• Tax Planning
• Estate Planning
• Elder Care Planning
• Charitable Giving

And we connect you with the vast network of professionals of RBC that can assist you with:

• Private and Commercial Banking
• Trust Services
• Mid-market Mergers & Acquisitions
• Group Benefits & Group Advantage

We take care of your finances so you can invest your time in what is more valuable to you!

Mauricio Bonaguro, CFA, CIWM

Who can we help?

Our services are suited for individuals, families, trusts, businesses and foundations seeking a higher level of personal service and assistance managing significant investment assets.

• Executives looking to grow their wealth
• Professionals requiring assistance with their personal assets and partnership concerns
• Business owners needing help managing their personal and business assets
• Pre-retirees wanting to maximize savings as they approach retirement
• Retirees requiring innovative strategies to make the most of 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
• Individuals and families wishing to support charitable causes through planned giving and legacy planning strategies