RBC Wealth Management clients, Norm and Donna, talk about their journey to pass their business on and keep it in the family.
This video is part of the Hear from our clients series created in collaboration with RBC Wealth Management Canada 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.
After more than 25 years, Norm and Donna were ready to transition their company to the next generation. As part of family business succession, they wanted to ensure they could retire peacefully with their kids. Find out how business succession planning for their unique situation helped them meet their personal and business goals, while maintaining family harmony.
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