Join us for a power‑packed 60‑minute session designed to help business leaders like you build a stronger foundation, protect your hard‑won wealth, and foster a motivated, financially secure workforce. Whether you’re mapping out your next phase of growth, planning for retirement and succession, or seeking new ways to engage and retain talent, our expert panel from RBC will share practical strategies and tailored solutions to move your business—and your people—forward with confidence.
Preparing Your Business for Success
• Craft and communicate your growth vision and business goals
• Develop a sound, actionable business plan
• Identify the right financial products and services to fuel expansion
Safeguarding Your Wealth: Business Owner Planning
• Strategies to manage taxes and protect personal assets
• Retirement‑and succession‑planning essentials
• Building a legacy that reflects your personal and business achievements
Engaging & Retaining Employees: Employee Financial Wellness
• Designing benefits that reduce financial stress on your team
• Boosting productivity by keeping employees focused and present
• Implementing richer savings plans and rewards to attract—and keep—top talent
Chloe Ellis, MBA, RPA
Group Consultant, RBC Group Advantage
📧 chloe.ellis@rbc.com | 📞 778‑938‑2174
Chloe is an Employee Engagement Expert who partners with organizations to strengthen their benefits package through customized group financial solutions. She specializes in financial‑wellness programs that attract and retain talent, drive productivity, and improve overall employee wellbeing through tailored advice, support, and rewards.
TBD
Relationship Manager, Business Financial Services, RBC
Bringing deep expertise in business banking and lending, our Relationship Manager will guide you through the financial tools and credit solutions best suited to your company’s growth stage and goals. (Bio and head shot forthcoming.)
Ally Janmohamed, PFP
Senior Financial Planner, RBC
Ally leverages his financial‑planning expertise to develop personalized strategies that reflect each client’s unique aspirations. He takes the time to understand what matters most to you—whether it’s wealth accumulation, retirement income, or legacy planning—and crafts a roadmap to help you reach your goals with clarity and confidence.
Reserve your spot today and take the next step toward sustainable growth, robust financial security, and a more engaged workforce!