Preserving your legacy: preparing future generations

Explore our new 2017 Wealth Transfer Report for insight

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Estate planning

You've been made an executor? What you need to know

If you've been named an executor you should be aware of the work involved, which can be both complex and time consuming.

5 minute read
Estate planning

Choosing an executor: Four characteristics to watch for

Wanting to do the right thing by your family is natural, but instinct can backfire when it comes to choosing an executor.

6 minute read
Investing

Career 180: How I became an investment counsellor

Jennifer Kennedy and Sacha Karman say their previous careers have been invaluable in their current investment counsellor roles.

5 minute read

Millennials and wealth transfer

A generation poised for responsible wealth transfer

Read the full report

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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.


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Scott & Cynthia

“The investment world is so in-depth. Unless you’re on top of it, you’d better let the professionals manage it. And it gives us comfort that they take care of it.”


Scott & Cynthia
Empty-nesters and retirees, RBC Wealth Management clients

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Denise & Kevin

“What separates RBC from the previous institution we were working with is the breadth of service.”


Denise & Kevin
Retired executives, RBC Wealth Management clients

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Jean-Pierre & Sharon

“Since we decided to consolidate our financial affairs, we’re taking advantage of every service. We had very comprehensive financial planning that was done for us and that was a great service.”


Jean-Pierre & Sharon
Retirees, RBC Wealth Management clients

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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.

Eric Lascelles

Chief Economist
RBC Global Asset Management Inc.

“In retrospect, the decision to deliver fiscal stimulus during the worst of the economic downturn was inspired. Not only have bond markets reacted well, but international evidence has also congealed around the conclusion that every dollar borrowed generated two in economic benefits. So far, so good.”

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Leanne Kaufman

Head of Estate & Trust Services
President and CEO of Royal Trust

“Seniors are the fastest growing age group in Canada. In 2011, five million Canadians were 65 or older, a number that will double in the next 25 years. As this number increases along with life expectancy, so do the complexities associated with aging, including health-related issues.”

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Tony Maiorino

Vice President & Director, Head
RBC Wealth Management Services

“In a time when answers to virtually every question are just a click away, people are unfortunately ignoring the fact that opinion is not the same as reputable expertise and advice. The value of proper wealth-management guidance cannot be overstated, as it encompasses your entire financial situation at each life stage.”

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