Estate planning

Organize your estate and plan your legacy

When the unexpected happens, you need to ensure the arrangements you made – such as ensuring that your children have access to inherited wealth – can continue under new circumstances.

An up-to-date estate plan can protect your wishes for your family, and help you plan for:

  • Care in the event of critical illness or disability
  • A smooth transition of wealth and property to beneficiaries
  • Fulfilment of your wishes through our Power of Attorney services, or assist someone you have appointed as your Power of Attorney
  • The transfer of your estate in a tax-efficient manner
  • Managing your legacy as an individual or charity, while you maintain control over how the assets are used, either during your lifetime or through your will

To be effective, your estate plan needs to reflect your current circumstances, family arrangements and finances, especially as life evolves and your needs change.

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

2017 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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