Inheritors

We’ll help you find the purpose and possibility in your new wealth

Achieve your financial goals with our intelligent solutions

Whether you need help managing a significant inheritance, updating your retirement plan, projecting your retirement income or revising your estate plan, we can work with you to help you adapt to major change.

beach chairs towel thumb figure

New wealth planning

When your personal situation changes unexpectedly, we’ll help you navigate the unknown with customized solutions for the long term.

Life is full of change. We’ll help keep your financial plan up-to-date so you always have a roadmap to help you reach your goals.

infinity pool coast thumb figure

Achieve your retirement dreams

No matter what stage in life; our proven, time-tested strategies can help you answer any questions you may have about your retirement future.

With the help of RBC Wealth Management, we’ll help you build a plan that shows you the way forward to the retirement you’ve always wanted.

green cliff coastline thumb figure

Assist aging relatives

To ensure your loved ones receive the care they need, we can provide strategies that will address a number of eldercare issues.

From long-term care costs to acting as a Power of Attorney, our experts will help you navigate the complex issues that come with caring for a loved one.

estate house thumb figure

Organize your estate and plan your legacy

When the unexpected happens, you need to ensure arrangement are made. We’ll help you formulate a long-term plan to protect your wealth and your heirs.

An up-to-date estate plan is critical to ensure your wishes for your family are carried out. Speak to RBC Wealth Management about planning for the long term.

vineyard thumb figure

Build and protect your wealth

When your circumstances in life change, your investment portfolio should reflect your new stage in life.

Because every investment strategy is personal, we will work with you to create and/or update a portfolio that reflects you and your plans for the future.