Individuals and families

Simplifying your life with customized solutions

A personalized strategy to meet your needs

Whether your goal is to build wealth for your retirement, protect your family’s financial security or create an enduring legacy for future generations, we’re here to help you achieve your goals at each stage of your life.

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Simplify your complex financial affairs

When you’re busy managing the rest of your life, we’re here to help you build a personalized plan to make it easier for you to manage your wealth.

Let us build a plan for you to determine your timeline for retirement, protect your family from life’s unforeseen events and plan to maximize your income in a tax-efficient manner while still living the lifestyle you want.

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Achieve your retirement dreams

If you’re already retired, or your retirement is on the horizon, we can help you build a plan that shows you the way forward.

Once we understand your needs, we’ll implement proven, time-tested strategies so you can live the retirement lifestyle you’ve been working towards.

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Build and protect your wealth

We can help you focus on what’s most important to you, by providing professional investment management that frees your time.

Your investment needs are as unique as you are. At RBC Wealth Management, we can take care of all the details for you through our fully-discretionary managed solutions.

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Invest on your own terms

You’re investing to meet important goals – we can help with professional investment advice, providing you with greater confidence.

Your dedicated advisor can provide expert advice, industry-leading solutions, and customized investment solutions to help you achieve your goals for growth, income and preservation.

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Manage your family’s taxes efficiently

To help you protect your wealth, we can help assess your personal situation and recommend strategies to address your various tax obligations.

We can help assess your personal situation and recommend strategies to address your various tax obligations.

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Access your wealth when you need it

Looking to purchase a big-ticket item? Have an investment opportunity you can’t pass up? Find out how to access your wealth.

Leave your long-term goals intact by taking advantage of our credit solutions.

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Premium banking for your lifestyle

If you have more complex banking, cash management and credit wealth planning needs, you may benefit from our exclusive banking and tailored range of credit solutions.

If you have a busy lifestyle and travel frequently for business or pleasure, you may benefit from our exclusive banking service.

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Protect your family’s financial security

You’ve worked hard to provide greater financial security for your family, we’ll help you maintain it.

Ask about our specialized insurance services designed to protect your wealth while maintaining your financial freedom.

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Organize your estate and plan your legacy

From yesterday to today to tomorrow, your wealth tells a personal story. We’ll work with you to establish an estate plan that meets your needs.

We will work with you to help you navigate the complex and sometimes emotional decisions that you may need to make in order to provide peace of mind for you and your family.