Together, let's understand what is most important to you and develop a strategy to protect it.

 

 

Justin Gervais, AIF®, CFP®, CPFA®

Associate Vice President - Financial Advisor

651-430-5514
Email | |

How I help my clients

I am passionate about helping my clients reach their goals through a well-defined strategy and personalized road map to financial security.

I will assist you in identifying what is most important to you and work together to protect your family, lifestyle and the legacy you have built.

Understanding that clients have different priorities and values - We will work together to ensure we create the best strategy for your unique situation along with anticipating adjustments as life develops.

Which of the topics below are most important to you today?

*For additional information on the topics listed below - Please see the "Services and offerings" drop-down tab above*

  • Wealth management approach
  • RBC WealthPlan
  • Retirement Funding Sensitivity
  • Retirement distribution options
  • College saving plans
  • Do more with cash
  • Legacy planning
  • Long-term care
  • Health care in retirement
  • Retirement income planning
  • Wealth transfer planning
  • Charitable giving
  • Corporate and executive services

If these items or any other financially related topics - have inspired questions or investment ideas - I would love to connect with you.

Partnering with Justin Gervais, CFP® and RBC Wealth Management:

I am a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience.

This provides a exceptional opportunity because I have advanced my knowledge in the industry with decades remaining in my career.

This allows us to build a personal relationship based on trust while receiving professional guidance for generations to come.

RBC Wealth Management is one of the oldest, largest and strongest banking institutions in the world. We offer a full suite of banking, investment, asset management, trust, insurance and other wealth management solutions.

Partnering with us gives you personalized solutions and the opportunity to access all of the world class resources that RBC Wealth Management has to offer.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Learn more about becoming a client

Thanks for spending your time learning about myself and RBC Wealth Management.

I offer services to individuals, families and institutions.If anything has inspired questions, investment ideas or interest in learning more about a partnership.  Please contact me today to plan for a great future.