New Wealth, New Responsibility 

You may not be accustomed to managing wealth or dealing with the many challenges and opportunities that accompany it.

At RT Wealth Management, we are highly experienced at working with high-net-worth individuals and families. If your life has been impacted by an influx of new wealth, we can help you put your affairs into perspective, manage the transition, and offer the peace of mind that comes from knowing your financial well-being is in experienced hands.

As someone who has recently acquired sizable wealth, the team at RT Wealth Management can assist you with:

  • Setting goals and priorities
  • Comprehensive financial planning
  • Charitable giving
  • Estate and tax planning

 

 

 

How We Help

Let’s say you spent your working life building a successful business. Other than a modest salary to sustain your lifestyle, you reinvested all profits in the company. However, now that you have sold the business, and have only ever paid yourself what was needed to cover your living expenses, you suddenly have $10 million in cash – enough money to be set for life! – and don’t know what to do with it.
 

We can help by:

  • Having a broad, lifestyle-oriented discussion to determine your goals and priorities.
  • Arranging for the investment and ongoing management of your portfolio to provide a comfortable level of income within your risk tolerance.
  • Setting up a cash management account to simplify cash flow and accounting.
  • Introducing you to a BMO Nesbitt Burns Financial Services Estate and Insurance Advisor to determine your estate and insurance planning goals and take the action necessary to achieve them.
  • Assisting you in setting up a charitable fund through the BMO Nesbitt Burns Charitable Giving Program to give something back to the community.