Susan Gottlieb

What We Do

Gottlieb Wealth Management of RBC Dominion Securities works with you to navigate your financial life.

First, we help you clarify your financial situation and goals through a discussion with you and then a collaborative analysis with experts. Then we explore your unique circumstances and provide you with appropriate solutions to build wealth, protect your lifestyle and leave a lasting legacy. We work with you throughout every financial decision helping you build and preserve your nest egg in today's complex marketplace.

Our team of advisors, along with the resources of RBC, will assemble and manage a team of experts on your behalf, including accountants, lawyers, insurance professionals, and tax and estate specialists. As your needs evolve, we monitor your plan and identify opportunities that arise as a result of changes in your circumstances.

Our commitment is to help you achieve the goals you have for you and your family's future.

Who We Help

Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. Most of the issues involve some kind of significant change in their lives. For example, they may be coping with an inheritance or a divorce along with all of the financial issues related to it; they may be selling a family business and winding down for retirement; or quite simply, they may enjoy the comfort of having a professional guide them through a challenging process.

Why Clients Choose Our Team

We believe that our commitment to our clients is second-to-none. Our professional knowledge and detailed process are complemented with empathy and understanding, resulting in long-standing, trusted relationships with our clients. The Gottlieb Wealth Management Group of RBC Dominion Securities is not satisfied until we have met the highest standards of service.

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Do you ever find yourself asking questions like, how can I manage my family's higher tax burden and lower our taxes? How can I reduce the financial risks facing my family? How can I maximize my after-tax retirement income? How can I leave a greater legacy to my family and charity? If you're asking questions like these, you may have reached a stage in life where your financial affairs have become more complex.

That's where wealth management can help. So, what is wealth management? Wealth management is a term often used synonymously with investment management. But it's actually much more than that. Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall wealth plan.

This includes investing, financial planning, tax minimization strategies, retirement planning, business succession planning, wealth protection strategies, and estate planning. Essentially, wealth management looks at everything you need to address your various financial concerns at each stage of your life, from building your wealth for future goals like retirement to converting your wealth into a tax-efficient retirement income to transferring your wealth to the next generation.

One of the most important benefits of wealth management is that it's a coordinated approach. That means that you have one key advisor who links in experts from other areas. For example, RBC wealth advisors each specialize in different areas, such as investment management, financial planning, or private banking. But they work together to make sure their clients have the benefits of all of these different areas of expertise.

And at RBC, each of our wealth advisors also has the support of the RBC wealth management services team. The RBC wealth management services team has over 200 tax, legal, and financial experts all focused on helping RBC advisors manage their clients' wealth.

So what is wealth management? Ultimately, wealth management is really all about helping you make sense of the greater financial complexity you face and giving you greater confidence in your financial future. If you would like to learn more about how you can benefit from wealth management, I invite you to contact your RBC wealth management advisor.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.