Preserving your legacy: preparing future generations

Explore our new 2017 Wealth Transfer Report for insight

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The best returns are more than financial

See how we can help you grow more than wealth.
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Estate planning

Family members with disabilities need special planning

Special needs planning: Make sure your loved one with a disability has access to care and funding if something unexpected happens.

4 minute read
Retirement

DOL Fiduciary rule: Delayed but not dead

What the new administration’s action on the fiduciary rule means for retirement savers and the industry that serves them.

less than 1 minute read
Wealth transfer

Planning to leave a family legacy? Why writing a will is not enough

More than half of people surveyed have a will, but less than one-third have a full wealth transfer plan. While a will is a good first step, a comprehe…

5 minute read

Is the next generation ready?

Explore our 2017 Wealth Transfer Report

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Information is the lifeblood of the financial markets. Read our perspectives in our latest market commentary.

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A world of expertise

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations. Put our award-winning global network to work for you.


World's 5th largest
World's 5th largest

Wealth manager by assets*

Scorpio Partnership's Global Private Banking Benchmark Report 2016.
* This measurement includes all global RBC Wealth Management affiliates including the U.S. division.

US$670 billion
US$670 billion

Assets under administration

4,797
4,797

Financial consultants, advisors, private bankers and trust officers to serve you

Our experts

As a global leader in wealth management, we bring our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world.

Tom Sagissor

President
RBC Wealth Management – U.S.

"Having a basic understanding of how money, investing and our broader financial system works is critical in our society today. Yet there is a growing realization, particularly in the wake of the last financial crisis, that many people don't understand budgeting, investing or how simple financial products like loans work.”

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Janet Engels

Director of Portfolio Advisory Group — U.S. Equities
Portfolio Management - Investment Strategies

“We continue to suggest to our investors that they maintain their asset allocation to stocks; what is comfortable to them, what makes sense from a strategic standpoint for their allocation and there are reasons for that. Number one: We see no risk of U.S. recession. If we did, the view would be quite different.”

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Craig Bishop

Vice President,
Lead Strategist,
U.S. Fixed Income Strategies

“As the Fed begins to raise rates at some point, the dollar will strengthen, and that is going to hurt a lot of these emerging market economies," said Bishop. "Longer term, there will be opportunities but we want to be patient now.”

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