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.
Market volatility is always going to be a factor in a wealth management strategy. An objective stance, enlightened risk management and tax-smart investing are three rules that guide our investment decisions in all markets.
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
At the Burak Wealth Advisors Group, we believe that each client’s needs are truly unique. That's why, over the last 25-plus years, we have been carefully addressing all your financial concerns by making sure managing your portfolio and protecting your family wealth are always at the heart of our service offering. Our approach is intended to be consultative, which allows us to thoroughly assess and understand your personal situation, from your financial needs to your investment objectives or your risk tolerance. We set ourselves apart by taking a big-picture approach to your personal situation and offering a unique line of services to meet all of your needs.
The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.
With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.
From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.
At Burak Wealth Advisors, we help high-net-worth individuals, successful executives, busy professionals and accomplished corporations manage their assets and build their wealth.
At present, we’re accepting new clients including:
Individuals with substantial earnings who want to enhance their retirement savings beyond their company pension plans
Medical professionals seeking tailored guidance focused on the needs of their practice and their personal goals
Active retirees who want to make the most of their retirement years and seamlessly transfer their wealth
Business builders who are high-achieving executives seeking to amplify the growth of their wealth
Athletes & Entertainers who want to maximize their retained income and simplify their financial affairs
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.