Through our professional partnership, banking resources and wide array of financial instruments, we can help clients plan more complex financial needs.
Financial Projection
William has numerous years of experience helping add clarity to client’s financial situation.
- Currency planning (allocation regarding needs in CAD/USD)
- Passive income planning
- Cashflow planning
- Capital appreciation objectives
- Retirement income planning
Asset Planning
Typically, our clients may also need more complex structures to better protect their assets and reach tax efficiency. Our internal team of experts can add value by planning asset location regarding:
- Corporate investment accounts
- Personal investment accounts
- Family trust/offshore trust
- Individual pension plan (IPP, corporate owned)
- Registered investment accounts (TFSA, RRSP, LIRA, RRIF)
Estate Planning
When appropriate, we also help clients align their finances for intergenerational wealth transfer and philanthropic goals.
- Meet Will & Estate specialists
- Assess estate planning options
- Wealth transfer through corporate entities and trusts
- Family foundation (established with RBC or externally)
