At RT Wealth Management, we firmly believe that wealth management is a family affair. In order to attain your family’s goals, it is important to know where you are today, where you want to go, and how you are going to get there. We can help you focus on the emotional as well as the financial aspects of family wealth management. Working collaboratively with you, your family, and members of your wealth management team, our team will recommend customized strategies for achieving all of your wealth management objectives. Our integrated and multi-disciplinary wealth management process addresses all aspects of managing, protecting and transferring wealth, including investments, insurance, taxes, estates, retirement, cash management, planned giving, trusts and wills. RT Wealth Management follows a structured approach to family wealth management, because we believe it’s important to address the whole picture, and leave nothing to chance.
Your financial security
Assisting your parents
Assisting your children or grandchildren
Intergenerational Wealth Transfer
Distributing your assets
Preservation of estate
Your will and trusts
Asset protection
Customized portfolio strategies
Managed programs
Fee-Based accounts
Traditional accounts
Your overall savings strategy
Retirement planning
Retirement income options
Company pension transitions
Business succession
Tax savings/efficiency
Your giving strategy
Private foundations
Community foundations
BMO NB Charitable Giving Fund
Power of attorney
Disability income
Survivor income
Your personal health care
Critical illness
Long-term care