Wealth management and private banking


When it’s time to go further.

Once your RRSPs and TFSAs are maximized, there are a number of strategies that can help you minimize your taxes over time. These strategies can use non-registered investments to maximize your returns as well as your investments, both short and long term.

When your net worth exceeds $250,000, you can start considering wealth management and private investing programs. Until recently only reserved for the wealthy, such programs are now available to a broader range of taxpayers.

Here is one of many examples of private wealth management:

These funds can even give you access to seniors’ home management funds, property management funds, mini-warehouses or other types of income-generating operations supported by a tangible asset (a building). You could receive a distribution of these investments besides profiting from appreciation on your units for so long as you have them.

If you have excess amounts in your RRSP, TFSA or equity and wish to explore the possibilities of private banking, then meeting with a Groupe Financier Fortin Roy financial services expert can have a huge pay off.


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