Some of the services and solutions that our clients enjoy include family wealth planning, investment management and access to our network of experts.

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 –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 – which includes a Will and estate review to ensure your current wishes are accurately reflected in your existing documents and tax-efficient strategies for transferring wealth to chosen beneficiaries
  • Charitable giving – guidance that helps you determine which charitable giving strategies are most suitable for you based on your objectives

Investment Management

  • Discretionary investment management through our Private Investment Management program, which frees you from the day-to-day details of managing your wealth
  • Creation of an Investment Policy Statement, which outlines your risk tolerance, portfolio allocation, and other considerations for the management of your investment portfolio
  • Disciplined investment process customized to each client’s specific needs

Collaboration with experts

  • 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
  • Work with RBC Royal Bank Partners to ensure seamless fulfillment of all banking, credit, and other financial service needs

For more information, or to arrange a complimentary consultation, please contact our team today.