Investment management

Build and protect your wealth

When you’re managing your day-to-day business priorities, it can be difficult to find the time to also manage your investment needs.

Depending on your individual situation, you may need to:

  • Optimize your business cash flow by investing in liquid or short-term investments
  • Maximize returns on excess cash by investing in longer-term investments
  • Withdraw surplus cash to invest outside your business in a tax-efficient way

At RBC Wealth Management, we can take care of all the details for you through our fully-discretionary managed solutions. At the same time, we can help ensure your business and personal investment assets are working together towards the same goal – your success.

You’ll have access to a full range of convenient investment solutions and asset management. We’ll keep you updated on the progress you're making towards your investment goals, and provide a detailed reporting package to meet your accounting requirements.

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

Perspectives

Read this issue