At RBC Dominion Securities, our Advisors are supported by a number of knowledge professionals in specialized areas. Our clients have access to meet individually with these specialists and take advantage of their services on a complementary basis.
Our local Financial Planners can help you:
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Examine your personal savings strategy prior to retirement.
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Examine ways to protect your wealth from fluctuations in value during retirement.
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Plan to maximize your retirement income in a tax-efficient manner.
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Efficiently draw income from your business.
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Protect against business risks, such as loss of a key employee.
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Plan for succession of your business.
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Our Financial Planners will create a customized report and action plan for you.
Our local Will and Estate Consultant can help you
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Help you formulate goals for your estate after a detailed discussion of your family and wishes.
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Ensure that your wills and powers of attorney are consistent with your estate goals.
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Ensure that your will and powers of attorney are well-drafted and consistent with any recent changes in estate law.
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Examine strategies, such as trusts and tax-exempt insurance, to pass estate assets along in a tax-efficient manner and maximize your estate value.
Our Will and Estate Consultant will create a customized letter outlining your discussion, and present an action plan.
Our local Estate Planning Specialist can help you
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Examine ways to use tax-exempt insurance to maximize your estate value.
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Examine ways to use tax-exempt insurance to maximize your retirement income.
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Examine ways to use tax-exempt insurance to grow your portfolio.
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Examine ways to use tax-exempt insurance to protect against various financial risks.
Our Estate Planning Specialist will prepare detailed projections to help you compare insurance planning scenarios.
