Where your dreams begin, our strategy takes over.
We deliver bespoke wealth management that builds meaningful relationships between generations.
You’ve already achieved so much in life. Yet there’s so much more you can do. You may want to help your family. Fulfill your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement. Whatever your goals, we will 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 will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.
While doing so, we will always keep in mind that your wealth is just the beginning. It’s a way to do more, give more, and experience more.
It all starts with you
Our personal approach and personalized services centre on you and begin with getting to know you.
What we do
Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.
By taking an integrated approach to wealth, we can help you:
- Protect your lifestyle
- Manage your nest egg
- Plan your retirement
- Create a lasting legacy
- And much more
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.
How we do it
Whatever your goals may be, our process begins with you. After learning about your family's current situation and future aspirations, we will work in sync with your existing network of professionals or our internal partners to develop a personalized plan to manage your family's wealth.
We aim to provide you with the confidence of knowing that your financial affairs are being managed by a team of trusted professionals that is dedicated to understanding how the many intricate pieces of your life fit together.
A legacy of expertise, dedicated to your service.
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
Our Family Office
A team approach to professional wealth management
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.
The team’s areas of expertise include:
- Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
- Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
- Taxation: Implementing strategies to help reduce your family’s tax burden
- Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
- Estate and trusts: Efficiently transferring your wealth to the next generation
- Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
- Charitable giving: Helping you maximize your charitable legacy
Simplicity
At Holtby & Associates Wealth Management Services, we align affluent families with the necessary resources and expertise to manage family affairs in an integrated manner. Our family office offers a comprehensive range of wealth management strategies tailored for the families we work with, helping simplify their lives.
Integration
Whatever your goals may be, the process all begins with you. After learning about your family's current situation and future aspirations, our team works in sync with your existing network of professionals or our internal partners to develop a personalized plan to manage your family's wealth with an efficient and disciplined approach.
Confidence
We aim to provide our client families with the confidence of knowing that their financial affairs are being managed professionally, that they have clarity and a game plan for the future, and that they have a trusted team dedicated to understanding how the many pieces of their lives fit together. Our services extend beyond traditional borders.
Resources
Tax Reporting Guide
A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. The Tax Reporting Guide features tax mailing dates and a tax information checklist.
Global Insight Monthly
An in-depth review on major market moves this month, RBC's investment stance, key forecasts and more.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.