Estate planning

We are proactive in working with your other advisors to make sure your estate plan best executes on your desires. Through partners internally at RBC and externally, our group can evaluate your estate planning and convey it to you in a way you can understand.

This means that you and your loved ones will no longer have a convoluted estate planning strategy. You will understand how your assets will be split and the vehicles used to pass them to the next generation. This provides clarity and helps ensure your wishes are being met. Please contact Ben, Kerry or Kyle to learn more about how we can help with your estate planning strategies.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.