The new face of wealth and legacy

How genders and generations are redefining wealth, giving and legacy planning

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Explore smart charitable giving options for your year-end plan

Fulfill your philanthropic goals using donor advised funds

The tax rules may have changed. However you can still make long-lasting contributions to the charitable organizations you care most about through a tax-advantaged solution.

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Wealth planning

The benefits of a financial chat over the holidays

Holidays are a time to reconnect with loved ones. But sneaking in some family business can help build a better financial future.

4 minute read
Analysis

U.S. midterm elections: What investors need to know

When it comes to setting the investment agenda, there’s something else that supersedes the political drama of the midterm elections.

6 minute read
Investing

The pressure system facing equity markets

Investor angst has been fed by risks reaching critical mass. We look at how to bolster portfolios in the current environment.

7 minute read

Take control of health care in retirement

How to factor rising care costs into your wealth plan

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

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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$755 billion
US$755 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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Craig Bishop

Lead Strategist,
U.S. Fixed Income Strategies

“As the Fed begins to raise rates at some point, the dollar will strengthen, and that is going to hurt a lot of these emerging market economies," said Bishop. "Longer term, there will be opportunities but we want to be patient now.”

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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.