By:
July 1, 2008 12:00 AM -
Associate Portfolio Manager & Investment Advisor Steve Robinson and his team represent one of the top wealth management groups at RBC Dominion Securities. Located in Brampton since 1992, Steve and his fully licensed group have over 60 years of experience and manage over a quarter of a billion dollars for clients including foundations, charities, business owners, retired and recently retired successful Canadians. Steve ensures that their financial affairs are in good order – which means, in addition to having a solid portfolio, Steve will help design and coordinate your Will, estate, succession and insurance plans to maximize your wishes while minimizing current and future tax obligations. are in good order – which means, in addition to having a solid portfolio, Steve will help design and coordinate your Will, estate, succession and insurance plans to maximize your wishes while minimizing current and future tax obligations.Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets.
Our clients include:
• Busy executives and professionals looking to free their time to focus on personal and career goals.
• Successful business owners and self-employed professionals who need help managing personal and business assets.
• Pre-retirees who want to make the most of their retirement savings as they approach retirement.
• Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
• Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
For more information, contact Steve Robinson @ 905-450-5946 or
www.steverobinson.ca
