Comprehensive Expertise

Distinct needs demand distinct solutions. With our global network of leading wealth management professionals, we’ll provide you with the unique, comprehensive and fully integrated solutions you deserve.

Your needs are unique and so is our approach to managing them. At RBC Wealth Management, we provide everything from banking and investment services to advanced estate planning and tax advantaged strategies. In consultation with your personal advisor, you may choose either the specific services you require or opt for a more comprehensive approach to managing your wealth.

Financial and Wealth Planning

Protect your finances and streamline your financial affairs with a customized wealth management plan. Our financial and wealth planners will provide you with net worth and cash flow statements, analyze your debt and risk management strategies, and assess your investment and estate planning needs.

Private and Commercial Banking

Access private banking services, including high-end credit vehicles, structured loans and preferred rates on a wide range of investments. Also, RBC’s commercial banking services can provide you with streamlined processing, foreign exchange and employee loyalty programs.

Discretionary Investment Management

Delegate day-to-day investment decisions with confidence and benefit from the disciplined approach and specialized expertise of our world-class money managers. You can also work directly with your own advisor to carefully build and manage your portfolio according to your individual specifications.

Investment Advisory Services

Work with a professional advisor to create a customized investment portfolio based on your individual needs and preferences. You will benefit from access to virtually every type of investment worldwide, including common and preferred shares, corporate and government bonds, funds, income trusts and deposits.

Business Planning

Obtain assistance to help you plan your business interests. We can help you manage your business investment assets, create employee retirement plans, implement enhanced executive benefits, reduce business risk, meet your cash and lending needs and create a business succession plan.

Estate and Trust Planning

Preserve your wealth for future generations with our estate planning services. We can help you to enhance your will, manage your responsibilities as an executor and implement tax-advantaged strategies through the creation of trusts, foundations and /or holding companies.

Philanthropy

Support charitable causes that are important to you, while reducing your personal tax burden, through RBC’s philanthropic services. We can help you to create a lasting legacy through the creation of your own charitable foundation.