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TOM BIRD
JAY ELINESKY
KATHY CUTLER
DEB MCLEISH
STEPHANIE MUS
OFFICE
(519) 822-2024
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(519) 822-1982
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(800) 461-0924
 
Email
tom.bird@rbc.com
jay.elinesky@rbc.com
kathy.cutler@rbc.com
deborah.mcleish@rbc.com
stephanie.mus@rbc.com
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Guelph
 
The Bird Elinesky Wealth Management Team

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The Bird Elinesky Wealth Management Team coordinates the financial affairs and investments for a select group of families, entrepreneurs, health care professionals, executives, agricultural- businesses, farmers and foundations.

Our comprehensive approach to Wealth Management encompasses financial planning, investment management, tax minimization, wealth protection, insurance and estate planning. We recognize that complex issues arise for individuals with substantial assets and we provide appropriate solutions for:

  • Accumulating wealth and growing your assets
  • Protecting your wealth by managing risk
  • Converting your wealth into an income stream
  • Farm / Business succession
  • Transferring wealth to your heirs and creating a legacy
  • Socially Responsible Investing

Thank you for your interest in Professional Wealth Management at RBC Dominion Securities. You can be confident that you will receive the professional advice and service you deserve.

Please browse our site and contact us for more information on how we can help you achieve your financial goals.


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Wealth Management Webcasts
 
~ Specifically targeted for accountants and lawyers.These webcasts will provide you with an opportunity to learn more about specific wealth management solutions, strategies and services where you can partner with RBC to help your clients minimize tax, maximize estates, create a legacy and enhance retirement income.

 
~ Tax planning is an ongoing process. You could be missing legitimate opportunities to lower your overall tax burden, thereby freeing funds for your future needs.
 
 
~ A savings account can be a valued addition to your diversified portfolio.Gain the best of both worlds- savings and security.

The Business Owner's Guide to Wealth Management
-10 Key Descisions for Business Owners.

 

 

 

 

 

 

 


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