Yvonne and our team understand that effective wealth management extends beyond investment advice and money management. As your wealth advisor, Yvonne is fully dedicated to helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We can help you through each life stage by helping you understand the financial issues, concerns and decisions you face. As your needs and the markets evolve, we are here to guide you every step of the way.

Retirees

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Retire in style. We can help give you the retirement lifestyle you want by:

  • Protecting Retirement Savings: We help you keep your savings goals on track with strategies that give you the right balance of growth, safety, and income.
  • Maximizing Retirement Income: We can properly coordinate all of your retirement income sources to meet your needs. We can boost your income by choosing the right RSP maturity option and explore other alternatives available to you. We can also advise you on your pension plan options when you decide to retire to ensure that you choose the best option for your situation.
  • Investing Your Savings: We help you build and protect your nest egg more effectively with our tax-efficient retirement strategies and solutions. We can allocate your assets to provide tax-efficient income through investments strategies such as return of capital through T-Class.

Business Owners

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As a business owner you have a unique set of financial challenges and opportunities, and proper planning is crucial for your success. You will have access to a vast array of resources and services geared towards the needs of your business or corporation, including:

  • Managing Business Risk: We can help you protect your business through corporate wealth transfer strategies, insured retirement plan (IRP), key person insurance and more. We can also help you manage and safeguard your personal and business assets.
  • Business Succession Planning: Our extended wealth management team can help simplify the complex business succession planning process so that you have a plan that ensures you receive the wealth you have built in your business in the most tax-efficient way possible.
  • Tax Efficient Investment Strategies: We can help you minimize your tax and business liabilities through tax strategies and tax efficient investing and help guide you through your options of what to do if you have surplus cash.
  • Helping You With the Decision to Incorporate or Not: Our extended wealth management team can help you decide if your business is ready for incorporation and highlight some tax planning pros and cons that will help you answer this important question.

Professionals & Executives

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We can help you safeguard your assets and minimize taxes through:

  • Financial Planning: We can help you build wealth and financial security for you and your family's future. We can help you free your time to focus on your personal and career goals by simplifying and coordinating your financial affairs.
  • Investment & Retirement Planning Strategies: Comprehensive financial plans to provide strategies to help reduce taxes, plan for retirement and protect your legacy. Working with the RBC Wealth Management Services team, comprised of over 150 highly accredited tax, legal and financial professionals, we can provide integrated wealth management solutions and guidance on complex tax and legal issues which can be implemented in coordination with your existing tax and legal advisors.

Women in Wealth Management

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Managing your finances is a daunting task. That's why it is very important to work with someone who can relate to your needs and challenges. We help by:

  • Empowering Women: We work with women like you, including widows and divorcees, to build financial literacy skills and long-term financial security.
  • Customized Service Plan: We can help you with complex family wealth issues and achieving important life and financial goals, like protecting your income, starting a business, minimizing tax on family expenses, planning for retirement and leaving a legacy.

New immigrants

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Moving to a new country is exciting, but often complicated. With our guidance, you can enjoy a seamless transition of your financial affairs and confidence in your new life chapter. Our team has extensive experience helping new immigrants manage finances across borders, minimize tax and adapt to the Canadian financial system. We offer an all-encompassing suite of wealth services from one convenient point-of-contact.

Our team is here to help you.

Contact us to see how our team of financial experts can help you build, protect and manage your wealth in every stage of your life. Required fields are marked with an "*".

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