Where there are friends there is wealth- Titus Maccius Plautus
Financial Planning
Most people get their investments from a broker, their insurance from an agent, their mortgage from a banker and their tax planning from an accountant. Dealing with the various components of your financial affairs in such a piecemeal fashion is inherently limiting - and could result in missed opportunities. To reach your financial goals, you need holistic financial planning that coordinates the efforts of various specialists.
We adhere to a holistic, coordinated approach for all your wealth management needs. You benefit from a single point of contact, providing you with a comprehensive plan ensuring the different specialists you work with all have the same objective: helping you achieve your financial goals.
You can rest assured that your financial wellbeing is professionally managed. We deploy a consistent, long-term approach to accumulating, preserving and transferring wealth for clients. All financial plans are created to meet the unique circumstances and goals of each client.
If you wish to remain involved in the day-to-day details of managing their wealth we facilitate a non-discretionary account. In this case, you work with Russ and his team to plan, implement and make adjustments to their investment portfolios as needed, for one all-inclusive fee.
Alternatively, you can gain access to the next generation of discretionary wealth management. You receive an enhanced experience, with access to a combination of premier external and internal money managers in a single discretionary account.
Tax Efficient Strategies
We have the ability to determine the right strategies and services best suited for your specific needs, put your plan in action, monitor the results and make adjustments to meet your evolving needs. Clients trust us to professionally examine their financial situation, set realistic goals, identify deficiencies, provide expertise to better manage their finances and improve overall financial health.
With the support of RBC Dominion Securities, Canadas leading wealth management provider, we bring together the industrys top resources and the specialists in each field to enhance your financial wellbeing.
Will & Estate Planning
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family. Just about everyone can benefit from the development of an estate plan. Young or old, wealthy or middle class, an estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to the next generation and ensure that beneficiaries are protected.
Insurance Solutions
Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending on each client's unique situation our insurance specialist can develop strategies that:
