New wealth rising

The shifting landscape of global wealth

Begin your journey

Global Insight 2020 Outlook

The global equity playbook as the economic cycle ages

It is our view that the economic expansion and equity bull market have further to run. But alongside bullishness should come heightened cautiousness. Read our outlook for global equities.

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Wealth planning

Five strategies for taking your required minimum distributions

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

3 minute read
Research

A new industrial revolution

As next-gen breakthroughs disrupt the industrial status quo in the coming years, investors should look at things through a long-term lens.

8 minute read
Wealth planning

Plan your children’s destination wedding without derailing your retirement plans

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

4 minute read
 

The new face of wealth and legacy

Genders and generations redefining wealth and legacy

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Information is the lifeblood of the financial markets. Read our perspectives in our latest market commentary.

View market commentary

A world of expertise

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations. 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 2018.
* This measurement includes all global RBC Wealth Management affiliates including the U.S. division.

US$799 billion
US$799 billion

Assets under administration

4,800
4,800

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

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.

Tom Sagissor

President
RBC Wealth Management – U.S.

"Having a basic understanding of how money, investing and our broader financial system works is critical in our society today. Yet there is a growing realization, particularly in the wake of the last financial crisis, that many people don't understand budgeting, investing or how simple financial products like loans work.”

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Janet Engels

Director of Portfolio Advisory Group,
U.S. Equities

“We continue to suggest to our investors that they maintain their asset allocation to stocks; what is comfortable to them, what makes sense from a strategic standpoint for their allocation and there are reasons for that. Number one: We see no risk of U.S. recession. If we did, the view would be quite different.”

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Angie O’Leary

Head of Wealth Planning
U.S. Wealth Management

“Americans increasingly view retirement as an exciting new chapter in life filled with possibilities. That’s good news, but with people spending decades in retirement it’s important to plan for any scenario. Our goals-based wealth planning approach brings clarity today, while helping people build confidence in the future.”

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Obtain more information about this firm on FINRA's BrokerCheck website

 

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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