True wealth management is about making the most of your life, not just your money. It’s about giving you the freedom to live each day to the fullest, undaunted by market uncertainties and confident about your future.

For The Stéphane Simard Team, wealth management is "More than just dollars and cents"
 

Whether you are looking to build your financial future, protect what you have already built, or create a lasting legacy for your family, The Stéphane Simard Team has the expertise and resources you need – all backed by the strength and stability of RBC, Canada’s leading financial institution by assets under management.

Who can benefit
  • Pre-retirees who want to maximize their savings as they approach retirement;
  • Retirees looking for proven strategies to maximize their after-tax income while protecting their financial security;  
  • Healthcare professionals such as physicians, dentists, veterinarians, and pharmacists who need a wide range of wealth management options and those who can profit from better pension benefits that are offered only to them;  
  • Business owners who want help managing personal and business assets, business-succession planning, tax-efficient conversion of commercial assets to personal assets, and, eventually, a fair division of their estate;
  • Affluent families looking for professional guidance to effectively carry out wealth transfer to the next generation in a tax-smart manner.

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