Private wealth services

Enjoy what you have worked hard to achieve

Your wealth can be a great source of opportunity. But with wealth comes responsibilities, challenges and questions. RBC Private Wealth is an exclusive program for clients who hold $5 million or more with RBC Wealth Management.

We are dedicated to addressing the sophisticated financial needs of highly successful people like you. Our team of experienced specialists work alongside your RBC Wealth Management financial advisor to proactively plan for the future. Together we can address the wealth management issues that concern you.

  • Wealth accumulation including the management of investments, liabilities, liquidity needs, retirement plans, stock compensation — along with strategies for exercising stock options and restricted stock — and business ownership interests.
  • Wealth protection including insurance needs, titling of assets and asset protection, as well as powers of attorney, medical directives and executor/trustee relationships.
  • Wealth distribution during and after your lifetime including gifts to family members, other heirs and the charities of your choice.

Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC

Best Place to Work for LGBT Equality

The Human Rights Campaign 2018


World's 5th Largest Wealth Manager By Assets

Scorpio Partnership's Global Private Banking Benchmark Report 2017


Best Initiative of the Year in Relationship Management (North America)

Global Private Banking Awards 2017 presented by PWM and The Banker


Related articles

figure
Your finances

The cost of marriage: Five money-related reasons couples wait

A growing number of Americans are delaying marriage, with some couples skipping the nuptials altogether in order to protect their wealth.

Read more
figure
Investing

Don’t let a choppy market derail your long-term goals

How investors react during these periods of decline is critical to their long-term success.

Read more

Is the next generation ready?

Explore our 2017 Wealth Transfer Report

Learn more

Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.