Wealth Management is a Family Affair 

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.


You and Your Family



Family Issues

  • Your financial security

  • Assisting your parents

  • Assisting your children or grandchildren

  • Intergenerational Wealth Transfer



Creating a Legacy

  • Distributing your assets

    • Preservation of estate

    • Your will and trusts

  • Asset protection


Investing for the Future

  • 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 



Philanthropy and Giving Back

  • Your giving strategy

    • Private foundations

    • Community foundations

  • BMO NB Charitable Giving Fund


Protecting Your Lifestyle

  • Power of attorney

  • Disability income

  • Survivor income

  • Your personal health care

    • Critical illness

    • Long-term care