The best returns are more than financial

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The Theobald Evans Group works with high net worth individuals and families to provide specific financial solutions and guidance in a long-term comprehensive wealth plan. This helps our clients meet their overall financial goals and objectives, while assisting in growing, protecting, and transferring their assets.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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Retirees: Want to Keep Your Money? Make a Tax Plan

Angie O'Leary, Head of Wealth Planning and Insured Solutions at RBC Wealth Management, discusses common tax rules that can catch retirees off guard.

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Considering an aircraft or yacht purchase or upgrade? Contact me to learn more about our high-net-worth lending resources.

Life insurance is key to your estate planning and could be a useful tool for mitigating taxes. Message me to learn more about flexible, premium financing.

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