Our company | The Bogle Private Wealth Group

Overcoming challenges, capitalizing on opportunities

Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.

magnifying glass laying on charts on papers

Asset management

We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.

Tax planning

We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.

professional leaning over desk working on laptop

Business growth

We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.

Man in stack of large construction pipes

Workforce support

We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.

Person pointing out something from a binder

Succession planning

Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.

Woman laughing while cooking at kitchen island man sitting behind her on the counter

Retirement planning

Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.