Over time, taxes and inflation can erode your wealth. Drawing income or capital from your investment portfolio also erodes the wealth you have built—often needlessly.
If you have built or inherited a substantial amount of wealth, we can help you preserve it by structuring your portfolio to favor more conservative investments like bonds, while including an element of growth to counter the impact of taxes and inflation. A number of additional investment strategies can also allow you to enjoy your wealth and still keep it intact.
We offer several strategies and solutions to preserve your wealth, including:
RBC Dominion Securities is Canada’s leading full-service brokerage firm. This means that your Investment Advisor can access a complete range of investments to build your personalized investment portfolio. With the goal of preserving your wealth, your Investment Advisor will most likely select from:
Included among our many investment solutions are two solutions in particular that offer unique tax advantages:
Your Investment Advisor may also recommend additional solutions and services, depending on your needs.
Certain insured investment products can also serve to preserve your wealth. One such example is a segregated fund, a professionally managed investment fund that offers both estate and wealth protection.
Your Investment Advisor can explain the choices available to you and make a recommendation based on your situation. You can also learn more about insurance products that help protect your wealth in our Estate Planning and Retirement Planning sections.
Another way we can assist you in managing and preserving your wealth is through Private Investment Management, our premium discretionary wealth management service.
Available exclusively for portfolios exceeding $200,000, Private Investment Management is designed to free you from the day-to-day details of managing your wealth.
For more information…
To explore additional ways we can meet your wealth preservations needs, please visit the following sections: