Holistic Wealth Solutions caters to clients with diverse financial needs and goals, focusing on overall financial well-being, rather than traditional isolated aspects of personal finance. We believe true financial freedom extends beyond mere wealth accumulation and investment returns. It encompasses the alignment of goals, values, and aspirations, enabling our clients to live a purpose driven life.

We serve as the nucleus of our clients financial lives - streamlining and simplifying the myriad of complexities that arise through certain life events. Our team of advisors and analysts specialize in portfolio management, distribution strategies, estate planning services, tax considerations, risk management and philanthropic gifting.

Despite our specialties, our most significant value proposition is not just about managing wealth, but offering guidance and advice whenever challenges arise, regardless of their size or scope. Whether faced with a major financial decision, a minor concern, or simply seeking reassurance, our team is available to assist. Our holistic perspective means we don't just focus on the numbers; we focus on you.

Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

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Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Let's start the conversation

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