Our approach


Our award-winning approach builds a team around you, from over 2,000 accredited professionals, each specializing in disciplines like investment management, wealth planning, trusts, wills and estates, business owner planning and credit and insurance to help you reach your goals.
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RBC Wealth Management Services: Our approach

Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.


See how this approach has helped our clients:

Scott & Cynthia’s Story

Adjusting to the idea of retirement can be a challenge. But pursuing your passions, articulating your priorities, and planning your estate can bring peace of mind. See how Cynthia and Scott redefined retirement on their own terms.

Donna & Norm's Story

Transferring your family business can be rewarding and challenging. See Donna and Norm's journey and how we helped them every step of the way.

Denise & Kevin's Story

Life has its way of throwing challenges at you when you least expect it. Having your retirement planned for at an early age can help minimize stress. See how Denise and Kevin planned ahead.

Drew & Sue's Story

Selling a business can make your life more complicated with estate planning, tax planning, insurance planning, as well as charitable giving planning. See how Drew and Sue actually made their lives simpler post sale.

Jean-Pierre & Sharon's Story

Planning for retirement can be daunting but it doesn't have to be. Jean-Pierre and Sharon were given advice that helped them retire with ease. Watch their story to see how.

The Hagwilget Village Story

Nation building can be a complex journey. See how Hagwilget Village, an aboriginal community in BC, implemented a Trust to help rebuild a strong, vibrant community.

Dale & Darice's Story

Planning how to manage and leave a legacy for the next generation involves careful preparation. See how RBC Wealth Management brought the best of RBC to Dale and Darice to assist with their complete wealth management planning needs.