Invest with VISION | Manage with PRECISION

The essential steps to achieve your financial goals

Appraisal of your current situation | Developing optimal solutions| Implementing your unique Financial Plan
  • ​​​​Intellectual capital: Leading-edge investment strategy and research of RBC Financial Group
  • Customized investment solution
  • Disciplined Investment Approach
  • Risk management and oversight/controls
  • Privileged Banking Services

Patrick-André Poisson

Patrick-André Poisson, CFA, FCSI, CIM

Senior Portfolio Manager and Investment Advisor

|

10 strategies to build and protect your family's wealth

When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

The Family Wealth Management guide covers topics such as:

  • Managing your higher tax burden
  • Reducing additional risks such as lawsuits
  • Avoiding the common pitfalls of owning vacation property
  • Minimizing taxes when passing on family assets
  • Teaching financial responsibility to younger family members

Contact us for a free copy of The Family Wealth Management guide.

Subscribe to our NEWSLETTER!

To stay connected on the economic outlook, Subscribe to our NEWSLETTER today!

*Required fields