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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:
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Asset
Protection |
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Protect the value of your estate through
living benefits insurance, segregated funds and insured annuities. |
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Wealth Transfer
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Maximize the wealth you pass on using
tax-effective insurance strategies and charitable giving solutions.
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Estate Settlement |
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Learn how we can help ease the burden if
you've been appointed as an estate executor. |
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Our estate planning solutions could be ideal if you:
- Want a way to grow your assets while guaranteeing 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
- Have been appointed as executor for an estate and need assistance
with some or all of your duties
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that
are best for you. To learn more, please
contact an advisor today.
Or, ask an advisor to contact
you.
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