Solutions and strategies for protecting your assets, transferring your wealth and settling an estate.
Helping you build and effectively manage your wealth and investments
is just one of the ways RBC Dominion Securities can help meet your needs.
Using insurance strategies and other solutions, we can help you protect
your wealth during your lifetime, preserve the value of your estate for
your beneficiaries, and help you tax-effectively transfer your wealth
to family members, a favourite charity or other beneficiary.
Explore how we can meet your estate planning needs:
- Asset Protection
Protect the value of your estate through living benefits insurance, segregated funds and insured annuities.
- Wealth Transfer
Maximize the wealth you pass on using tax-effective insurance strategies and charitable giving solutions.
- Estate Settlement
Learn how we can help ease the burden if you've been appointed as an estate executor, or are considering naming someone as executor.
Our estate planning solutions could be ideal if you:
- Want a way to grow your assets while ensuring a payout for
your beneficiaries
- Are concerned about protecting your estate's assets and your
income in the event of a disability, critical illness or long-term
care situation
- Need a tax-effective way to transfer your wealth to your
beneficiaries
- Need a way to meet the tax obligations of your estate and other
estate settlement costs without liquidating or eroding your estate's
assets
- Want to make a one-time or ongoing gift to a charity or
not-for-profit organization
- Are looking to appoint an executor for your own estate or have been named as executor for an estate and need assistance with some or all of the executor duties
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