Our approach


At RBC Wealth Management, we take the time to understand your goals and offer comprehensive wealth solutions to help you realize your life vision. We know what’s important — the success of your family, personal aspirations and the legacy you want to leave - so we help you manage your wealth in a way that reflects your unique values and aspirations. Because, we believe, as you do that the greatest returns are realized when you grow more than wealth.

From delivering personalized wealth management strategies and implementing customized solutions, to keeping you informed of progress along the way, RBC Wealth Management is beside you every step of your journey.

Hear what our clients say about how we’re helping them achieve their financial goals.

Our strength

By choosing us as your wealth management partner, you will benefit from the financial stability and strength of a truly global institution. Our clients have the assurance of knowing we have one of the highest quality balance sheets, a strong liquidity position and we take an active approach to manage risk. RBC is the 12th largest bank in the world based on market capitalization and the fifth largest in North America **Bloomberg as of Aug. 20, 2014.

Global reach

A relationship with RBC Wealth Management provides access to a worldwide network of specialists offering global and local expertise. We serve the needs of clients across a range of global markets through a network of offices in key financial centres. RBC has 86,000+ employees serving more than 17 million clients in Canada, the U.S. and 34 other countries. (Source: RBC at a glance Q3/2020). Our offices are located in regions recognized for the flexibility and security they provide to our clients and for the integrity of their financial and regulatory systems.

Enduring relationships

Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with clients that often last lifetimes. Our approach has always been, and always will be, to put the needs of our clients first. Through a collaborative process, we’ll help you to define, reach and preserve what is most important to your financial life.

Corporate citizenship

We have earned a strong reputation for corporate citizenship over the years, building prosperity in the communities we operate in around the globe. World Economic Forum named RBC among the most sustainable large organizations in the world. RBC has also been named one of “Canada’s Greenest Employers,” one of “Canada’s Best Diversity Employers,” one of “Canada’s Most Socially Responsible Corporations,” and one of the “Best 50 Corporate Citizens in Canada.”