"Following the sale of my family business, Sam Goddard and the team at Goddard Private Client Group helped us develop a bulletproof estate plan that properly addressed my U.S. resident spouse, family needs, and charitable goals in a tax-effective manner. They worked with external experts to implement corporate reorganization and cross-border estate planning, including trust and wills, and leveraged RBC's philanthropy advisory services to establish our charitable foundation. Instead of focusing on administration and filing, we can now we can focus on our passion—giving back to the community"

"As a young couple with equally successful careers in tech, we were managing significant equity compensation and complex financial situations on our own. The Goddard Private Client Group transformed our approach to wealth management. They conducted a thorough discovery process, created a comprehensive personal wealth management letter aligned with our long-term goals, and worked with external small business accounting experts to structure our family in the most tax-efficient way possible. They established a family trust to optimize income splitting and maximize our tax exemptions, while also coordinating with their local estate specialists to update our Wills and estate documents—crucial for protecting our corporate holdings and avoiding probate complications. Today, our family estate is fully secured with updated Wills, Powers of Attorney, and integrated estate planning tools. We're now positioned to take full advantage of the lifetime capital gains exemption and benefit from tax-efficient income splitting strategies. It's given us tremendous peace of mind knowing that our family's financial future is properly structured and protected, regardless of what the future holds."

"After building and scaling my company for decades, I was ready to take the next chapter—selling my business and transitioning into retirement while ensuring my wealth would be properly managed for my children and grandchildren. The Goddard Private Client Group was instrumental in making this major life transition seamless. They were aware of my intentions early on, which enabled them to connect me with a qualified buyer—ultimately leading to a successful sale at the right price and terms. Beyond the transaction itself, what impressed me most was their comprehensive approach to the post-sale wealth strategy. They worked with their external accounting team to strategically structure my personal and corporate holdings to leverage multiple generations of the lifetime capital gains exemptions, a crucial opportunity that only comes once. Following the sale, they conducted a thorough review of my investment portfolio, insurance coverage, and overall wealth plan to ensure everything was aligned with my new stage of life and retirement objectives. Today, I have a capital-preservation focused investment strategy in place, updated Wills reflecting my current wishes, and multigenerational wealth structures that will protect my family's financial security well beyond my lifetime. Their guidance transformed what could have been a complicated transition into a well-orchestrated wealth transfer that positions my legacy for generations to come."