Our approach
At RBC Wealth Management, we understand your wealth is about more than money and we put you and your loved ones at the heart of everything we do. We take time to understand what you want to achieve today—and in the future.
You may be planning your financial security, and considering how to take the next step forward. You could be receiving an inheritance, planning for retirement or selling your business, and wondering what’s next. Perhaps you’re already retired and thinking about how to reduce the impact of taxes or protect your legacy for your family.
We recognize each client has their own unique story. Your personal advisor, backed by a global team of experts, will be there every step of the way to help guide you. With a focus on building lasting relationships and trust, your advisor will help you navigate your life’s most important milestones, giving you greater confidence in the future.
Putting you first
What’s really important to you in today’s world? How do you want to help your family? What are your objectives in life? We take the time to understand where you are today, and where you want to be in the future. Using advanced financial planning technology and the expertise of our world-class wealth management services team, we create a wealth plan unique to you.
Bringing it all together
You may be investing for yourself, family or business. You may be planning ahead for retirement, thinking about how to fund health care needs or organizing your estate for your family. Our approach brings together the expertise you need to achieve your specific goals, while uncovering opportunities you may not know you have to build and protect your wealth. At our core is a highly disciplined approach to investment management, complemented by in-depth wealth planning and access to resources from across RBC. We can help build the team you need, working closely with your trusted advisors both inside and outside RBC, to address your more complex financial needs.
Aligning with your values
We want to understand what’s important to you beyond money, and help you build wealth in a way you believe in. Creating a positive social impact is integral to our core values, and we can also help you incorporate it into your plan. We’ve heard what’s important to our clients, and some of the important causes we support are youth mental health, the environment (Open in new window), aging Canadians, women’s brain health and diversity & inclusion (Open in new window).
Keeping you informed
We offer a highly personalized client experience and can communicate with you in a variety of ways, including video meetings. Given today’s realities, we understand your world is increasingly online, and we help you stay connected through RBC Wealth Management Online. With secure access 24/7, you can view your account information from wherever it’s convenient for you.
What our clients say
Learn how we help clients achieve their life goals. Watch videos.
Our history
+Investor Economics, Retail Brokerage Distribution Report - Canada, Fall 2020, Full-service Brokerage Asset Ranking