RBC Private Wealth – serving high-net-worth families
RBC Private Wealth is an exclusive program for clients who hold $5 million or more with RBC Wealth Management. I am dedicated to addressing the financial needs of highly successful people like you. Every service I provide and every solution I offer is directed toward helping preserve and enhance your wealth.
A team approach
To address the complex issues facing high net worth families, I extend our relationship with you to introduce a team of RBC Wealth Management professionals. The experienced specialists work alongside me to help you proactively plan for the future.
Together we address the wealth management issues that concern you:
- Wealth accumulation including the management of investments, liabilities, liquidity needs, retirement plans, stock compensation — including strategies for exercising stock options and restricted stock — and business ownership interests.
- Wealth protection including insurance needs, titling of assets and asset protection, as well as Durable Power of Attorney, medical directives and executor/trustee relationships.
- Wealth distribution during and after your lifetime including gifts to family members, other heirs, and charities of your choice.
Enjoy what you've worked hard to achieve
Your wealth can be a great source of opportunity. But with wealth comes responsibilities, challenges and questions. I understand what you may be experiencing and am prepared to offer the assistance you need to relax and enjoy your wealth instead of worrying about it. Contact me today to learn more about how RBC Private Wealth can work for you.
