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Contact Information
TOLL FREE
(888) 773-4477
CHRIS
(250) 356-4925
LYNN
(250) 356-4821
BOBBY
(250) 356-4991
 
Email
chris.delorme@rbc.com
lynn.h.crowe@rbc.com
robert.kurz@rbc.com
Branch
Victoria
 
C W Delorme & Associates
Vice President & Investment Advisor




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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