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Welcome 

To Robinson Cancade Private Wealth

WHO WE SERVE

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The Conscientious Accumulator

  • Early in career to approaching retirement

  • Values and trusts professional advice

  • Engaged in the financial planning process

  • Eager to get ahead and open to new ideas

Professional Woman

  • Eager to get ahead and open to new ideas

  • Engaged in the financial planning process

  • Values and trusts professional advice

  • Time is precious, with little left to manage their own financial plan

  • Understand risk management and the value of their earning potential

The Professional & Executive

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  • An entrepreneurial spirit and the willingness to “bet on their ideas/talents”

  • Values and trusts professional advice

  • Engaged in the financial planning process

  • Eager to get ahead and open to new ideas

  • Understand risk management and the diversification of assets outside Farm/Business

The Farm & Small Business Owner

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  • Retiring or recently retired

  • Engaged in the financial planning process

  • Values and trusts professional advice

  • Focused on protecting against the “real risks” of inflation and taxes in retirement

The "Golden Years" Retiree

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WHAT WE DO

Wealth

Management

The process of gathering relevant information about your resources, collaborating with your allied professionals and developing a comprehensive Financial Plan for your family which is based on both your long-term goals and top priorities.

Retirement

Planning

Develop a realistic, tax and inflation-protected plan to sustain lifestyle expenses throughout your retirement.

Tax

Strategy

Ensure tax efficiency within your investment, retirement and legacy plans through thorough collaboration with your tax professional.

Risk

Analysis

Evaluating any significant risks threatening your Financial Plan and providing strategies and options to mitigate those risks.

Legacy

Planning

An intentional plan that follows your vision to ensure that the people and causes that you care about receive your assets without delay or conflict.

Charitable

Giving

Provide creative ideas about how to invest your social capital and do well by doing good.

Value-Added Services

Our team goes above and beyond to recognize opportunities to add additional value to our relationships through advice, expertise and professional connections.

We started working with Brandy in 2009, when she was new to the financial industry, and we have never regretted our decision. Brandy helped us prepare for a financially sound retirement, which has allowed us to do what we love to do and has removed any worry that we may have had prior to taking that final jump into retirement.

 

Since we were so happy with the financial planning that was provided to us, we encouraged both of our daughters to speak with Brandy about becoming clients as well. Brandy has been able to provide the same guidance to them that she provided us, which will help them find financial success, and as parents, gives us peace of mind that they’re being looked after. When we visit the office for our annual meeting, from the point of walking in until the time we leave, we are made to feel so welcome. From Miranda’s warm smile and chitchat to Brandy taking the time to visit, it’s those little things that mean so much. Robinson Cancade Private Wealth knows that the whole financial planning picture isn’t just about dollars and cents, it’s so much more than that!

- Sharon & Clarence Larsen        “Golden Years” Retirees

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CONTACT US

Address

1209 Richmond Ave., Unit B
Brandon, MB R7A 1M5

Contact

204-717-7750

info@rcpw.ca

Hours

Mon - Fri

9:00 am – 5:00 pm

Sat - Sun

Closed

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