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.
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.
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.
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.
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.
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 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.
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.
