Wealth planning for professionals

Simplify your complex financial affairs

Your financial plan is a long-term strategy that puts your financial and personal aspirations into view. It can help you determine how much you need to save for retirement, your legacy for the future and the right strategies to protect your wealth today.

A comprehensive wealth plan can also help address your concerns as a professional, addressing such important issues as how you will fund your retirement and protect your wealth in the event of the unexpected.

So you continue to work toward your goals for the future, we’ll work with you, your family and your other trusted advisors to create a wealth plan for the long term. Even if you don’t have all the answers today, we can help you determine where you are on your “road map” and the direction you need to take to arrive at your goals.

As your financial situation changes, we’ll keep your plan up-to-date so you always have a path to reach your goals.

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

Related articles


Pressure points

While there is no U.S. recession on the horizon, investors should remain attuned to early warning signs of potential challenges.

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Managing the load

By Eric Lascelles

RBC Global Asset Management’s chief economist tells us why the world’s debt hot spots do not appear to be facing an imminent crisis, and how investors should think about global debt risk going forward.

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Volume 5, Issue 2, Fall 2017


Read this issue