RBC Wealth Management clients, M.J. and Craig, share how wealth planning helped them achieve their financial goals.
This video is part of the Hear from our clients series created in collaboration with RBC Wealth Management clients and RBC Family Office Services. In this series, clients share their stories and how a personalized, holistic approach has helped their wealth planning journeys and in achieving their financial goals.
As business owners, M.J. and Craig recognize the time, effort and resources that go into building a successful business. Beyond planning for their business, find out how a team approach and integrated planning has helped take them to the next level, mapping out not only a detailed financial plan but what Craig considers a “life plan.”
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