Wealth Management

"We have been helping investors achieve their personal and financial goals since 1901. Our team of Investment Advisors has been serving the Halifax community for many generations. With 14 different teams of professionals, we represent a diverse group of investors who have different needs and goals. That’s why we take a personalized approach to professional wealth management. We are here to help individuals, families, businesses, charities and other organizations manage their wealth and achieve their unique goals. Through our Investment Advisors, you will have access to a complete range of wealth management services, each designed to meet your sophisticated needs.
If knowledge and experience are important qualities in an Investment Advisor, consider our team as your choice for professional wealth management advice."

Financial planning

With the help of our regional Will and Estate Consultant, clients benefit from a detailed plan that establishes investment, tax-planning and insurance strategies to help them achieve their financial goals.

Credit & lending

As a member of RBC Financial Group, Canada’s “Most Respected Corporation”, our team can access a network of trusted banking and credit lending professionals who can help streamline your financial needs with the same level of customer service and professionalism.

Taxation

Our Investment Advisors work closely with our Will and Estate Consultant. With their insight and expertise, you will benefit from innovative tax planning strategies that help maximize your current income, grow your savings, maximize your after-tax retirement income, and implement strategies to help transfer your wealth efficiently.

Retirement planning

Everyone’s retirement goals are unique. That’s why your personal Investment Advisor will look at your current situation, and recommend personalized investment strategies that will help you achieve your retirement goals.

Education savings

If your goal is to help a loved one with their education, specialized strategies and tax-sheltered investment vehicles can help build and protect those savings. Once their education is completed, our team can also help you transfer any remaining income from the registered education savings plan (RESP) back to you on a tax-deferred basis. With the help of a professional, you can take advantage of these tax advantages while helping a family member achieve their dream.

Charitable giving

Giving back to communities has always been a key focus for many of our clients. We can help you create a legacy through your estate plan, make an impact with one-time donations, take advantage of special tax advantages when donating securities, or establish your own family foundation. Whichever way you would like to make a difference, our experts can help.

Insurance

Insurance planning is about more than just a life insurance policy. It can help you preserve your wealth and protect your family from unexpected financial burdens from critical illness or accidents. It can even build wealth and contribute your estate plans. Our Regional Insurance Specialist can help you assess your needs and introduce strategies to meet your objectives.

Estate planning

Our branch’s dedicated Will and Estate Consultant can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals. Whether it is simply a matter of reviewing your current Will and estate plan to ensure you’re on the right track, or creating a plan from scratch, we will take the time to ensure your plan addresses all your needs.