Preserving your legacy: preparing future generations

Explore our new 2017 Wealth Transfer Report for insight

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Business owners

Making a fortune is not the same as keeping a fortune

Entrepreneurs are some of the most interesting clients and success often means their sole focus in life has been on their business ventures.

2 minute read
Estate planning

From insurance to prenups: Estate planning for sports and media personalities

Achieving stardom may bring financial rewards, but it can also bring uncertainty. Careful planning can help to smooth out the road ahead.

4 minute read

Wealth in the age of extremism: What investors need to know

The recent rise in populist extremism and nationalism are a threat to financial markets.

3 minute read

Business owners and wealth transfer

Applying the lessons learned in business to wealth transfer

Read the full report

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A world of expertise

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families and institutions. Put our award-winning global network to work for you.

World’s 5th largest
World’s 5th largest

Wealth manager by assets

*Scorpio Partnership’s Global Private Banking Benchmark Report 2016


Financial consultants, advisors, private bankers and trust officers to serve you

C$874 billion
C$874 billion

Assets under administration

*Canadian dollars

RBC Wealth Management can help navigate the complex choices planning for the future brings. We’re here to elevate your success into something more.

Our experts

As a global leader in wealth management, we bring our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world.

Frédérique Carrier

Managing Director, Head of Investment Strategy

“Europe has long endured a sick and sclerotic economy. But its tepid recovery is showing signs of vibrancy. While more needs to be done to nurture a sustainable recovery, we see attractive opportunities.”

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Julian Washington

Head of Client Insight & Intermediary Relationships

“When you've built your business from scratch and made every decision from how many paper clips you need to order to massive commercial multi-million pound questions, it's a huge deal to get your head around the idea of letting go and handing that control on to the next generation.”

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John Younger

Managing Director, Client Segments

"The biggest challenge for business owners when it comes to wealth transfer is that they desperately want to treat the next generation in a very fair manner. Striking a balance can be difficult."

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