Bennett Wealth Management of RBC Dominion Securities
Working with Business Owners, Farmers, and Affluent Families to create a comfortable retirement and a lasting legacy for your family
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Each of my clients and their families have very specific and different wants, needs, and goals. After careful analysis of your particular situation, we use a wealth management process that helps you best meet those goals.
In today's markets, an advisor needs to be nimble and adaptive. By applying my years of investment experience, I work with clients to create a financial road map that over time, gets you where you want to go.
What is 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 who will help you realize your personal aspirations.
With the wealth management approach, I help you:
- Clarify your individual, business, and family needs
- Establish, plan for, and achieve specific goals
- Bring together all the solutions to effectively manage your wealth
How we do it
Wealth management extends beyond investment advice and money management by helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. The approach will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face. As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. Please feel free to contact me today.
For a no obligation consultation, please call me at (519) 747-6953.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Client Testimonials
He really goes that extra mile in helping increase the value of our portfolios.,,
Jerry & Marguerite Minialoff
Working with him has helped me make informed investment decisions...
William Burt-Plato Consulting Ltd.
Lance does a good job of explaining the strategies used while allowing your input and accepting your final decisions...
Don Ainley
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.