Business owners and entrepreneurs
Helping you demystify the complexities of business finances
Grow and protect your business
As a business owner, life and business can become intertwined. Financial complexity is inevitable. We’re here to help you simplify this complexity with tailored solutions, so you can focus on growing and managing your business.
Optimize your business
Your RBC Wealth Management advisor can help you move confidently through each stage of your business lifecycle and help you reach your future goals.
Your business owner strategy
We’ll work with you to craft your business roadmap in order to help you achieve your long-term business objectives and protect what you’ve grown for the future.
Manage your financial needs
Looking to take advantage of your next big opportunity? We can help you access the capital you may need.
Credit and lending
For many business owners, credit can be a foundational tool to achieving long-term and short-term goals. Find out how our lending strategies may work for you.
Build and protect your wealth
Work with us to help ensure your business and personal investments are working together towards the same goal – your success.
Investment management
Managing your business and personal investment goals can be complex. At RBC Wealth Management, we can take care of all the details for you through our fully-discretionary managed solutions.
Invest on your own terms
Whether you want to be closely involved in making investment decisions, or follow your advisor’s recommendations, we’ll help you simplify investing for your business.
Professional investment advice
Benefit from the professional advice of advisors and our capital markets research, timely market commentary and proven investment strategies.
Build employee loyalty
In a competitive job market, ensure your employees receive the benefits that could set your business apart in their eyes.
Company pension plans
If you’d like to give your staff even more reasons to stay loyal to you, we can help you tailor a company retirement plan and manage the funds held in the plan.
Manage cost/price risk
Solutions and access to expert advice on the many benefits of using commodity futures and options within your business.
Commodity futures and options
We offer access to all major commodity futures exchanges worldwide and timely, efficient trade execution services on the full range of futures in various industries.
Enhance your retirement benefits
As a business owner, your retirement planning needs may be more complex. Let us take the guesswork out of planning for your future.
Individual pension plans
To help you achieve the retirement you’ve been dreaming about, talk to us about our Individual Pension Plans (IPP), a tax-advantaged retirement strategy ideal for incorporated business owners and key employees.
Protect your business from the unexpected
Some risks are out of your control. Ensure your business is protected so you can focus on what matters.
Business insurance
We’ll work with you and your management team to help address any liabilities you may have – so if the unexpected were to happen, both your business and your family’s financial well-being would be protected.
Transition into a well-funded retirement
Whether you’re retiring next year or several years from now, we’re here to help you build a succession plan.
Business succession planning
Deciding how you want to exit your business, can’t be done overnight. We’ll work with you to help ensure a smooth transition into your next stage of life.