Family wealth planning

Simplify your complex financial affairs

You might have very specific concerns to address – such as how to invest your wealth, minimize taxes, plan for retirement and protect the value of your estate. But you might have more questions than you can answer, and precious little time to work on a long-term plan for your family’s wealth.

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.

Your financial plan will help every financial decision that impacts your life to help determine if you’re on track to meet your financial goals. With your comprehensive strategy, you’ll determine your timeline for retirement, which may help protect your family from life’s unforeseen events and help to maximize your income in a tax-efficient manner while still living the lifestyle you want.

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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