Jeremy Stephen, Bba, Cim, Cfp Email & Phone Number

The Hillyard Stephen Group at RBC Dominion Securities: Serving the needs of successful business owners and Institutional clients- Business Owners -Whether you are a serial entrepreneur, the owner of a professional corporation, or the founder of a large operating company, you've come to the realization that it is increasingly difficult to manage your family, your business, and your financial affairs concurrently. You have a good lawyer, an excellent accountant, and a great commercial banker but are missing that final "piece of the puzzle" to tie everything together. Enter professional wealth management exclusively for business owners.Wealth management focused on business owners is a specialized subset within the financial planning world. Most advisors simply lack the expertise, the time, and the inclination to work in this space. It requires attention to a constantly changing tax code, is driven by a deep understanding of complex financial strategies, and necessitates a willingness to liaise with your other professionals on an ongoing basis.The Hillyard Stephen Group at RBC Dominion Securities is one of only a handful of full service wealth management teams in the country that are focused exclusively on this unique planning discipline. We effectively integrate both the business and personal affairs of successful business owners and do so proudly under the banner of Canada's largest, and oldest wealth management firm.- Institutional Asset Management -As a natural byproduct of our team's work with successful business owners, our team has also built a large business in providing discretionary asset management services to a number of high profile institutional clients. These entities include endowments/foundations, trusts, charities, "for profit" businesses, and multiple government/government agency offices across the country.Our team's institutional client advisory process is focused on maximizing investment return within a given level of risk, on minimizing liability for fiduciaries/investment stewards, and on managing assets within the strict parameters set out in the organizational Investment Policy Statement (IPS). Transparency, process, and fiduciary prudence are all critical elements of the institutional client experience within The Hillyard Stephen Group at RBC Dominion Securities.

Listed skills include Wealth Management, Investment Management, Insurance, Strategic Financial Planning, and 26 others.