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 Estate Planning Specialist will work with you to assess your needs and introduce strategies to meet those objectives.I nsurance is about more than just a life insurance policy. It can help you preserve your wealth and protect your family from unexpected financial burdens arising from critical illness or accidents. It can even build wealth and contribute to your estate plans.
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.
Educational 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
As your needs and the markets evolve, regular reviews ensure that your plan remains an effective tool in achieving your objectives. As your financial situation changes, so will the strategies that are employed.
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.
Every person’s situation and wealth management needs are different. Contact us today for a complimentary assessment of your needs.
