QuantumLake Wealth Advisors

Helping you grow more than wealth

Our team, QuantumLake Wealth Advisors, provides solutions to business owners and private clients with the resources of RBC Wealth Management and the Royal Bank of Canada.

For business owners

• Developing resources to drive strategic planning — From smart financing choices, to having a cash flow management plan, we provide you with advice and solutions to help accomplish your strategic planning goals.
• Contingency planning — Your business will face many risks and challenges over the years, and we work with you to have wealth plans in place to help protect your business finances from unforeseen expenses, changes in leadership or even the loss of a key employee.
• Retirement plan offerings — Employer-sponsored retirement plans are an important component of employee total compensation packages. We can answer your questions about the different options available for your company to help you choose a suitable package.
• Valuation of your business — There are many factors that go into calculating the value of a business. As you begin preparing your exit strategy, knowing the value of your business not only will help you with transitioning out of the company for an appropriate price, but also help you plan your family finances once the transition is accomplished.
• Smooth ownership transition — We help you look at all the succession strategies that go into a business ownership transition plan. It’s never too early to start planning for this step, but with time and careful planning, we will work to help you achieve your goals for the business after you exit, and for your family as you retire.

For individual private clients

Our goals-based wealth planning approach is designed to ultimately help you achieve your vision and live empowered. Working together, we identify strategies to help grow your wealth, fund your lifestyle today and tomorrow, protect what’s important to you and create your legacy.

• Accumulate and grow your wealth — Working toward tomorrow, define your goals, plan, save and invest. Review your finances regularly. Build and maintain an emergency fund of at least six months of expenses.
• Fund your lifestyle — Approaching retirement, create a retirement plan for your paycheck as well as a budget for your expenses.
• Protect what’s important to you — Evaluate and consider your options for various types of insurance, ranging from health, disability, life and long-term care insurance.
• Create your legacy — We can work with your attorney to help you establish a will, power of attorney, health care directive and revocable trust. Check your beneficiary designations. Consider a charitable giving plan that aligns with your values.

Members of the team hold the Certified Exit Planning Advisor (CEPA®), CERTIFIED FINANCIAL PLANNER®, Certified Plan Fiduciary Advisor (CPFA™), Certified Investment Management Analyst® (CIMA®) and Senior Portfolio Manager credentials.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.