What we do and how we do it


Wealth planning with RBC WealthPlan and eMoney

  • Establish goals
  • Determine risk
  • Create investment strategies
  • Create net worth statement
  • Track portfolio results
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Retirement income planning

  • Integrate WealthPlan goals when creating plan
  • Maximize income
  • Minimize taxes
  • Identify solutions to meet income needs
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Personalized asset management

  • Personalize your portfolio to meet your growth, income and security needs
  • Review progress
  • Option Strategies
  • Employee stock planning and compensation
Real Property Strategies

Real property strategies

  • Identify cash flow opportunities
  • Diversify your portfolio
  • Investment property financing
  • 1031 exchanges

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Portfolio and asset risk

  • Protect your financial security
  • Enhance after-tax wealth
  • Provide non-asset based solutions
  • Minimize estate taxes
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Tax considerations

  • In conjunction with your tax advisor, we can identify strategies to protect your wealth and minimize the impact of taxes
  • Personal and business
  • Maximize charitable giving
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Estate and legacy planning services

  • In conjunction with your attorney we identify strategies to protect your estate and family
  • Simplify estates
  • Minimize liabilities
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Business planning

  • Plan for the efficient and most advantageous transfer of your business
  • Protect interest
  • Key person insurance
  • Commercial banking

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Liquidity and liability planning

  • Securities-based lending
  • Mortgages
  • Business financing and leasing
  • Budgeting
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Education planning

  • Identify cost of higher education
  • Implement structure for tax advantaged strategies
  • Tailor investment portfolio to meet needs