The Milligan Private Wealth Management Team

Value-added wealth services

In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.

These include:

Integration of your investment plan with your other service providers, including your lawyer or accountant
Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
Will and estate planning consultations through accredited Will and Estate Consultants
Registered estate processing, tax reporting and T3 returns
Registered estate tax planning, including multiple and contingent beneficiary designations
Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
Custody and safekeeping
Annual consolidated tax reporting, including dispositions with book costs
Research, commentary and information on specific holdings, markets or economies upon request
Online integration of your RBC investment and bank accounts for consolidated viewing
Multi-currency account functionality
Automatic account contributions and withdrawals
Automatic mutual fund purchase and redemption plans
Electronic Funds Transfer (EFT) capabilities
Interest paid on cash balances in investment accounts
Corporate reorganization advice
Cashless employee stock option exercise service
Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more