Philip, Gaskin & Associates

Wealth management solutions designed for you

As you make progress towards achieving your goals in life you may discover your financial affairs becoming complex and more demanding on your time. When you reach this stage you may not want your finances to be your primary concern, and require professional assistance with the management of your wealth. We take the responsibility for managing that wealth very seriously. We understand that relationships based on trust and confidence are built over time through consistent and reliable service.

Enjoy more of your wealth

A comprehensive wealth management plan helps you maximize your wealth by making it work more efficiently towards achieving all your goals in life.

Build wealth for your family, future and long-term security
Minimize personal, business or estate tax obligations with customized strategies
Preserve and protect your wealth over the long term, and ensure your family’s lifestyle is protected from unexpected events
Maximize your retirement savings and reduce corporate taxes on your small business or corporation
Keep more of your after-tax retirement income with the income-splitting strategies
Create wealth for your estate and transfer it tax-efficiently to your beneficiaries or charity
Leave a lasting legacy to your family and charitable foundation with a customized estate plan and tax-efficient giving strategies

How we can work for your needs

Whether you prefer to:

Delegate your investment management to a qualified portfolio manager – so you can focus on your family, career or community; or
Make investment decisions with the benefit of personalized advice from a professional
Our group can work with you to establish your goals and create the right strategies to help you achieve them.

Contact Philip, Gaskin & Associates, Private Investment Management of RBC Dominion Securities today for a complimentary consultation.