Mike Bensimhon, BSc, MBA, FCSI l Investment Advisor & Financial Planner RBC Wealth Management l RBC Dominion Securities Inc.
A former RCMP money laundering investigator, highly credible, fully transparent, and employing the highest ethical standards, Mike spends a good portion of his time presenting to and educating high net worth families, self-employed business professionals, independent practitioners and affluent retirees on matters that have the greatest impact on their families’ futures – generational wealth management. Whether you sold or are thinking of selling your business, just retired or thinking of retiring, or want either your estate, business succession or financial plan professionally examined through a complimentary gap analysis, you are welcome to tap into Mike and his team of skilled wealth management professionals for advice. Remember, you owe it to yourself and your family to make sure you have no loose ends and that your family is well taken care of before you pass.
Performance reviews and fee disclosures always form part of his disciplined 5-step wealth management process. Accommodating busy professionals, Mike will gather appropriate documentation and either conduct phone interviews and/or present his findings in office boardrooms. Extensively connected internally at RBC Wealth Management and externally within the legal and accounting community, Mike will make the introductions you need to fulfill and execute on your wealth management objectives. Corporately, Mike advises CFOs and HR executives on group retirement planning strategies with a focus on maximizing tangible and intangible ROI, employing the same standards, practices and principles used with his professional clients.
Consultancy available in the following Wealth Management arenas: Estate Planning, Wills Planning, Tax Planning, Insurance Planning, Charitable Gifting, Investing, Business Succession Planning, Retirement Planning, Credit & Lending
To learn more about Mike and his Wealth Management team click here
No entries were found.