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

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.