Investment Management

  • Discretionary investment management through our A+ program, which frees you from the day-to-day details of managing your wealth and gives you access to some of the best money managers worldwide.  
  • Fee based Advisor Account for investors who prefer working in partnership with their investment advisor and desire a flexible, yet disciplined long term approach to investing.     
  • Creation of an Investment Policy Statement which outlines your risk tolerance, portfolio allocation, and other considerations for the management of your investment portfolio.   
  • Creation of a Personalized Service Agreement which will outline the range and level of services you can expect from your advisory team.   

 

 

Family Wealth Planning

  • Comprehensive financial planning built from a detailed analysis of your current situation, which explores opportunities that will ensure you are on the right course.

Insurance planning

  • Using insurance to manage risk (loss of income due to death, disability, or illness), as well as deliver creative insurance strategies to minimize tax, maximize your estate, increase retirement income, or create a legacy.

Estate planning

  • A Will and estate review to ensure your current wishes are accurately reflected in your existing documents, and provide tax-efficient strategies to transfer wealth to chosen beneficiaries.

Retirement Planning

  • Retirement income planning advice and support on how to most effectively transition from "building wealth to "living off your wealth.
  • Retirement planning for business owners including a review of business specific retirement solutions such as Individual Pension Plans (IPP).
  • Business succession planning advice on how to effectively transition from your business in an efficient and tax-effective manner.

Collaborating

  • Work with RBC Royal Bank Partners to ensure seamless fulfillment of all banking, credit, and other financial service needs.
  • Engage our wealth planning specialists to help us deliver a high level of integrated expertise and service.
  • Co-ordination with your other advisors, such as lawyers and accountants, to ensure that we are all on the same page and working towards the same goal of managing your wealth in the most effective manner.