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RBC Wealth Management Canada > RBC Private Banking > Tailored Services

Tailored Private Banking Services

Our commitment is to provide you with the highest level of customized financial solutions to support your overall wealth management strategy.

Black Card Experience

As a Private Banking client, you will receive a distinctive Private Banking black card entitling you to unique services and preferred client care.

First in line to deliver your “black card experience” is your Private Banker who will work with you to complete a multi-step analysis of your liquidity, debt and risk management, investments, tax strategies and estate plan so as to be able to create and implement a customized wealth management plan for you and your family.

 

Exclusive Offerings

RBC Private Banking offers unique specialized services that enable you to grow your wealth, diversify your assets and leverage opportunities. These include:

  • Access to a comprehensive and ongoing review of your full wealth management needs including succession planning.
  • Preferred care and proactive service provided by your Private Banking team.
  • An exclusive Private Banking RBC Visa Infinite card** designed to meet the specific needs of high-net-worth travellers.
  • The Private Banking black client card identifying you in branch and providing you with a $3,000 daily cash withdrawal limit and $5,000 retail direct payment limit.
  • A wide variety of fixed-rate term loan borrowing options, and access to short-term cash management through our Treasury Unit.
  • Access to our will and estate consultants to review or create a complete estate plan for you and your family.
  • The ability to transmit instructions to your Private Banking team, by telephone, email or fax.

Each client receives ongoing, tailored Private Banking solutions, created by a dedicated team and encompassing a minimum monthly fee. All or portion of your Private Banking fees may be tax-deductible.

**Available at a reduced annual fee, billed separately

 

Specialized Credit Tools

Through the expertise of experienced lenders, RBC Private Banking also provides a sophisticated suite of credit tools in a customized structure to support your current wealth management needs and long-term objectives:

  • Investment loans supported by a pledged investment portfolio with daily mark-to-market valuations
  • Credit facilities in the name of personal holding companies
  • Credit based on a a complex or unusual collateral security structure
  • Trust lending
  • Flexible financing options such as LIBOR or Bankers Acceptance (BA) facilities
  • Financial statements and cash flow analysis
  • Letters of credit
  • Financing large amounts that require comprehensive monitoring or administration
  • Foreign exchange credit lines
  • Insurance policy lending
  • Equity monetization loans
  • Revolving Funds Arrangements linking credit lines to personal accounts

Learn more about the advantages of choosing RBC Private Banking

 
 

Contact Us

To find out more about our tailored private banking services.

Speak with a Private Banker

 

Best Private Bank in Canada 2017

RBC® Avion® Visa Infinite Privilege† Exclusively with RBC Wealth Management, Private Banking Learn More