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Wealth Management


Wealth Management

Wealth Management Process


Your roadmap for the future
Professional Wealth Management
Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager – your Investment Advisor – who will help you realize your personal aspirations.

Helping you with all your financial needs
With the wealth management approach, your Investment Advisor helps you:
  • Clarify your individual needs
  • Establish specific goals
  • Bring together all the solutions you need to effectively manage your wealth
Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. Your Investment Advisor will guide you – and your family – through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
Click here to enter Subscriber's Wealth Management Documents

View Plublic Planning Documents: Estate, Tax, Retirement, Education, Corporate, Insurance

Estate Planning
U.S. estate tax planning using life insurance
Tax and estate planning for U.S. citizens in Canada
Power of Attorney
Tax planning after death
RBC DS family trust
Multiple wills
Testamentary trusts
U.S. estate tax planning using life insurance

Tax Planning
Acquiring dividend paying shares early under a stock option program
Strategy-Rollover of serverance to a RSP

Strategy-Severances/Voluntary departure packages
Strategy-spousal prescribed rate loan strategy
Solution - Immigrant investor program
Determination of residency status
Tax implication of investing in the US
Tax-free income
2008 financial planning checklist for seniors
Superficial loss strategies
Worthless Securities
Living/family trusts

Retirement Planning
Capital gains and losses - calculating your ACB
More frequently asked RSP tax questions
Early retirement and your options
Retirement checklist
RSP maturity options
Tax implications of RSP/RIF
The pension income tax credit
Locked - In RSP's and your options
Estimating monthly CPP/QPP retirement benefits
Sharing of CPP/QPP retirement pensions

Education Planning
Is a RESP creditor protected
RESP1 - establishing an RESP
RESP2- Savings strategies and special circumstances
RESP3-Withdrawing from the plan
RESP's - Are they really better than an "in trust" account?
The canadian scholarship trust plan and the RBC RESP

Corporate Planning
Business owners guide to wealth management
Incorporated medical practice in Quebec
Investment holding companies
Professional corporations
Providing service to professional corporations
Business owners guide to wealth management
Buy-sell agreements - the basics
Buy-sell agreements - funding options
Buy-sell agreements - checklist for business owners
Critical illness and long-term health care
Key person insurance
Capital tax

Insurance Planning
Corporate estate bond
Corporate insured retirement
Insured retirement plan
Key person
Living benefits
Pools of capital
Probate avoidance
Shared ownership
Split dollar arrangements
Tax protector
Annuities
Critical illness
Critical illness insurance for businesses
Disability insurance
Disability insurance for businesses
Guaranteed interest annuities
Long term care
Non-participating whole life
Participating whole life
Structured settlements
Term insurance
Universal life
Viator priority care insurance
Corporate investment shelter fact sheet
Enhancing your wealth brochure
Living benefits
Tax protector brochure