A trusted advisory team for your financial journey
As a leading advisory team at RBC Dominion Securities –
Who we can help
Our services are best suited to investors who want a trusted advisor and portfolio manager to whom they can delegate their day-to-day investment decisions, as well as a wealth management team to help coordinate an array of financial strategies.
Our clients include:
· Professionals, lawyers, accountants, senior executives and private bankers who require assistance with their personal investments as well as a trusted partner to help coordinate their financial plan
· Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only availablel to them
· Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently andpotentially equalizing their estate
· Pre-retirees who want to make the most of their savings and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
· Established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
· Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
To learn more about the exceptional service and the comprehensive wealth strategy
that clients of Bryan Wealth Management receive click on the figure below
or contact us today to discuss.
**As a valued client we have created a section within our website just for you. Please note the *Client Lounge* button on the left hand side of our homepage. Please contact Nancy Algie, for your personal password.**