Let us help you grow more than wealth

Prepare For The Future You Want With WealthPlan

People today are living longer, spending two or even three decades in retirement. And the responsibility for the bulk of retirement income has shifted to individual investors. Which means careful planning is more important than ever if you want to enjoy the retirement you’ve always dreamed of.

That’s why we use RBC WealthPlan to help our clients prioritize their goals and address their concerns.

We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.

Preserve Your Legacy With Wealth Transfer Planning

Receiving an inheritance can be a difficult process at an emotionally challenging time—and our 2017 Wealth Transfer Report: Lasting Legacy found that most inheritors were generally unsupported and unprepared to receive an inheritance. That’s why it’s critical to have a comprehensive plan in place to provide guidance at a difficult time and help ensure that your heirs carry on your legacy for generations. Learn more about wealth transfer planning and contact us to discuss how we can help you preserve your wealth for generations.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Piker-Kulesa Group and follow us on Facebook.


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