Achieve financial freedom with professional wealth management
You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.
Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.
And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving truly comprehensive wealth management and attentive service.
Your team
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
Success comes from being able to adapt
Eisenhut Wealth Management is experienced with handling accommodations for life’s ups and downs.
What we do
We work to preserve, develop, and protect wealth. Through judicious investment in solid businesses of excellent quality, we stress wealth preservation and the growth of financial assets. The minimization of taxes is a key component to the success of our investment strategy. Our team is supported by specialists at RBC Dominion Securities, including research analysts, economists, and tax, estate and insurance experts.
We recognize that each investor’s needs are different and we adapt to address those needs. We work with our clients to incorporate all aspects of their personal financial situations when considering the management of their investments. We work with clients’ existing professional alliances, such as lawyers and accountants, to provide advice and service tailored to each client’s particular needs.
How we do it
We provide customized solutions for real-life financial problems and goals. We realize that sometimes life doesn’t go as planned—perhaps care of an aging parent has become a financial issue, or the sale of a business or property didn’t go as well as expected. Success comes from being able to adapt, and Eisenhut Wealth Management is experienced with handling accommodations for life’s ups and downs.
We realize that finance is only part of the picture. Portfolio management is a critically important part of life-planning, but we recognize that it is just one part of our clients’ active lives.
We work to provide our clients with qualified, practical advice. Our team represents a broad range of backgrounds and many years of experience. We are real people with husbands, wives, new babies, teenagers and aging parents. We have had varied work and life experiences, which gives us a broad understanding of the world and the issues that our clients face.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.