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» 2010 Federal Budget: A first look
» Special Market Comment - Feb 5, 2010
» Parameters Portfolios - Special Update
» Alan's Olympic Torch Relay - A Special Video
» 10 Resolutions to Improve Your Finances
» 2010 Handy Financial Planning Facts
» 2009 Tax Reporting Guide
» 5 Common Investment Pitfalls
» Business Succession Planning
» RBC Investment Savings Account
» Masters 2009: Alan Rae
» TFSA Video - Top 10 List
» Capital Markets Update - Insights on 2009
» Cycle of Market Emotions
» Introducing our Video Brochure

Contact Information

ALAN
(604) 665-0666
FAX
(604) 718-3050
TOLL FREE
(877) 718-3026
LOUISE FRY
(604) 665-3102
PENNY YUAN
(604) 665-0684
SUKI CHAHAL
(604) 665-0750

Email
alan.rae@rbc.com
louise.fry@rbc.com
penny.yuan@rbc.com
sukhvinder.chahal@rbc.com
Branch
Richmond

Alan Rae Wealth Management Team
Vice-President & Director / Investment Advisor

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When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

It covers topics such as:

Managing your higher tax burden

Reducing additional risks such as lawsuits

Avoiding the common pitfalls of owning vacation property

Minimizing taxes when passing on family assets

Teaching financial responsibility to younger family members

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