Building and preserving your wealth requires a balance between enjoying your success today and making sure your future is financially secure. With customized wealth management strategies, we can help you develop a comprehensive plan that addresses all your needs.

• Investment management – Whether you are focused on building your wealth, creating a tax-efficient income stream, or preserving its value for your legacy, we takes a disciplined approach that maximizes your investment opportunities without unnecessary risk.
• Financial planning – We help coordinate investment, tax-planning and insurance strategies that make your money work more efficiently. So there's no duplication in efforts, and no wasted opportunities.
• Will & estate planning – A professional will and estate consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your will and estate consultation, you will receive a report outlining various estate planning opportunities for us to explore in further detail with your own lawyer or accountant.
• Insurance strategies – A highly qualified Insurance Specialist works with our team to help you create and preserve your wealth. We follow a comprehensive process to assess your needs.
• Retirement planning – that maximizes your income-earning years while working towards your ideal retirement lifestyle. This includes sophisticated retirement savings strategies that go above and beyond traditional RSPs for business owners, self-employed professionals or senior executives.
• Charitable giving – that allows you to give back to your favourite causes while taking advantage of special tax advantages from donating securities or establishing your own foundation.

Who we work with

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. Our clients include:

• Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
• Pre-retirees who want to make the most of their retirement savings as they approach retirement
• Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
• Successful business owners and self-employed professionals who need help managing personal and business assets
• Busy executives and professionals looking to free their time to focus on personal and career goals
• Philanthropists looking for creative ways to enhance their legacy to chosen charities

We undertake a highly personalized approach to wealth management. This process uncovers and addresses current and future goals and objectives prior to developing an investment plan. Our knowledge and experience provides clients with a consistent, disciplined approach to managing money.

We would be pleased to sit down with you for a confidential, no-obligation discovery conversation. We may be reached at (613) 966-4119 or at ian.stock@rbc.com.