New wealth planning

Manage new wealth

Keeping on top of your finances and perhaps your newfound wealth can take your time and attention away from your career.

You need to be able to focus on what’s important while protecting your newfound wealth and keeping your finances accessible for when you need them.

We have a long history of working with professionals who often receive large cash influxes, such as pro athletes and entertainers. We can work with you and your other trusted advisors to help you set and reach your financial goals – whether you’d like to protect your wealth, invest it or support a hometown charity.

From there, we develop a comprehensive long-term plan for your wealth, and implement the banking, investment, tax and estate planning solutions that help ensure the wealth you’re earning today is there to support you in the future – so you can focus on your game. 

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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While the market’s swoon was jarring, we believe investors have time to be patient and make portfolio decisions in line with long-term goals.

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Volume 5, Issue 2, Fall 2017


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