What Can We Do For You
Clients have been consistently pleased with the fine results that they have achieved with the help of Willem H. Westenberg and his team at RBC Dominion Securities. We work in partnership with the best wealth management team in the industry, helping clients to invest their savings, pay less tax, benefit from financial projections, make charitable donations, prepare their estates, and have an estate-plan that includes insurance.
Our team's specialties include:
Planning your retirement – review your retirement goals and maximize your after-tax income.
Financial projecting : create a strategy for meeting your financial and life goals.
Taxes: create ways to reduce your family’s tax burden.
Business ownership: we can help to you ease out of your business, as you sell it, while reducing taxes and maximizing retirement assets.
Estate and trusts: how you we transfer your wealth to your beneficiaries, including to the next generation, with as little loss to taxes as possible?
Charitable giving: let us help you with your generous nature, helping organizations that you care about, while gaining valuable tax benefits.
Insurance solutions: Provide financial security, a reduction in taxes, a greater (and tax-reduced) retirement income and the protection of your financial legacy.
