Our approach

Safe

At RBC Wealth Management, we take the time to understand your goals and offer comprehensive wealth solutions to help you achieve what's most important - achieving your personal aspirations, ensuring the success of your family and securing a legacy for the future. We are committed to managing your wealth in a way that reflects your life's vision and values, because we believe that the greatest returns are realised when you grow more than wealth.

Our strength

By choosing us as your wealth management partner, you will benefit from the financial stability and strength of a truly global institution. Our clients have the assurance of knowing we have one of the highest quality balance sheets, a strong liquidity position and we take an active approach to manage risk. RBC is the 12th largest bank in the world based on market capitalisation and the fifth largest in North America. **Bloomberg as of Aug. 20, 2014


Global reach

A relationship with RBC Wealth Management provides access to a worldwide network of specialists offering global and local expertise. We serve the needs of clients across a range of global markets through a network of offices in key financial centres. RBC has ~81,000 employees serving more than 16 million clients with operations in 37 countries (Source: RBC at a glance Q3/2017). Our offices are located in regions recognised for the flexibility and security they provide to our clients and for the integrity of their financial and regulatory systems.


Customised advice

Through our bespoke client discovery process, we develop a deep understanding of your financial goals and personal values in order to identify your investment, retirement, tax and estate planning needs, and uncover unique opportunities to help build and protect your wealth. If you’re already working with a trusted adviser or institution, we can partner with them to put your objectives and goals into action, through a carefully selected investment management strategy designed to meet your priorities. To ensure we provide you with suitable solutions to meet your needs and objectives, your RBC advisers all maintain the knowledge, competence, qualifications and real experience required to provide you with the most appropriate services. We operate a strict supervisory regime with clear policies and procedures to safeguard both firm and individual regulatory compliance. Combined with continual professional development this approach ensures our staff can provide you with a professional and knowledgeable partnership that allows you to have confidence in everything we do.


Corporate citizenship

We have earned a strong reputation for corporate citizenship over the years, building prosperity in the communities we operate in around the globe. World Economic Forum named RBC among the most sustainable large organisations in the world. RBC has also been named one of “Canada’s Greenest Employers,” one of “Canada’s Best Diversity Employers,” one of “Canada’s Most Socially Responsible Corporations” and one of the “Best 50 Corporate Citizens in Canada.”