Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.

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Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact us today to learn more about RBC Credit Access Line and be prepared for the unexpected.

 

Providing Strategies and Services to help achieve your goals.


We provide comprehensive wealth management services to high net worth individuals, businesses and retirement plan sponsors. Our commitment to long-term client relationships emphasizes a comprehensive and strategic approach focused on growing assets through individual and company sponsored retirement plans, maximizing retirement income, and the efficient transfer of wealth. We are committed to guiding our clients through each of these stages.


 

Let us help you grow more than wealth


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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U.S. Federal Reserve Building in the fall

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As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

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