RBC Wealth Management clients, Jean-Pierre and Sharon, share their story of shifting from their careers into their next life chapter—retirement.
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.
For Jean-Pierre and Sharon, family means everything. And financial security—for themselves and for their children and grandchildren—was an important part of their retirement planning. Find out how consolidating their assets and a customized financial plan helped them feel secure and excited about their new life stage.
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