Business succession planning

Transition into a well-funded retirement

The investment you’ve made in your business over the years – your time, your wealth, your energy – can’t be measured. And in the end, it’s about the life in your work – not the work in your life.

Whether you’re retiring next year or several years from now, we’re here to help you build a succession plan – one that helps you envision a fulfilling retirement and the next stage of your business, working with you and your chosen successor, or supporting the wind-down process if you should decide to sell your business.

When it’s time to transfer the value of your business wealth to your family members, we can tailor a strategy to help maximize the value of the assets they receive and help manage the tax impact.

Access comprehensive wealth planning through these RBC businesses:

Investment management and advice

Benefit from professional advice on the full range of investments uniquely personalized investment management and comprehensive financial, retirement and estate planning.

RBC Dominion Securities
Investment counselling

Realize your financial goals through consistent investment management, led by our firm's established approach, which is tailored to your family’s circumstances by a personal investment counsellor.

RBC PH&N Investment Counsel
Estate, trust and elder care solutions

Preserve your wealth for future generations while getting the professional assistance you need to navigate complex and sometimes emotional decisions.

RBC Estates & Trust Services
Banking and credit

Receive customized wealth management, sophisticated banking, cash management and high-net-worth credit solutions, from a dedicated private banker and their team.

RBC Private Banking

Best Private Banking Services in Canada

2018 Euromoney Private Banking and Wealth Management Survey

Best Private Bank in Canada

Global Private Banking Awards 2017 presented by PWM and The Banker

Outstanding Private Bank - North America

Private Banker International Global Wealth Awards 2017

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Volume 5, Issue 2, Fall 2017


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