Wealth Management Services Located in Leaside
For 20 years Steve Walker has been working with high net worth families, business owners and retires in providing them with comprehensive wealth management advice. His strategy revolves around an understanding of the true needs of his clients, in order to provide not only a well- tailored financial plan but innovative financial solutions to preserving clients capital and prudently growing their wealth. His focus on client communication ensures that you are getting the proper timely advice you are looking for and there is always mutual understanding every step of the way.
At RBC Dominion Securities, we have provided professional wealth management services since 1901. Today, we are Canada’s leading provider of wealth management, trusted by over 400,000 clients worldwide, and a member company of RBC, Canada’s largest financial group.
North America’s Premier Wealth Management Group
Investment management is just one key part of a well-rounded wealth plan. To that end, we also offer complimentary financial plans and wealth consultations through our industry-leading RBC Wealth Management Services team.
We can provide a core financial plan suitable for most situations or, for more complex situations, an in-depth financial plan that leaves no stone unturned.
Will and Estate Consultation
For complex or high-value estates, a professional Will & Estate Consultant provides information on tax-efficient estate structuring. Following the consultation, a report outlining various estate-planning opportunities will be provided to explore in further detail, and potentially implement, with legal counsel.
A highly qualified Estate Planning Specialist assesses the need and suitability of tax-exempt insurance products to help create and enhance wealth, both today and in the future.
Strategic Tax-Minimization Review
Working with our in-house tax specialists, we can review the effectiveness of particular investment strategies that may minimize or mitigate taxes. These include powerful family income-splitting strategies such as the Family Trust and Spousal Loan Strategy.
A high-net-worth planning specialist is available to discuss the specific concerns and opportunities that arise when dealing with clients with above-average financial assets.