Inheritors
We’ll help you find the purpose and possibility in your new wealth
Achieve your financial goals with our intelligent solutions
Whether you need help managing a significant inheritance, updating your retirement plan, projecting your retirement income or revising your estate plan, we can work with you to help you adapt to major change.
New wealth planning
When your personal situation changes unexpectedly, we’ll help you navigate the unknown with customized solutions for the long term.
Wealth planning
Life is full of change. We’ll help keep your financial plan up-to-date so you always have a roadmap to help you reach your goals.
Achieve your retirement dreams
No matter what stage in life; our proven, time-tested strategies can help you answer any questions you may have about your retirement future.
Retirement planning
With the help of RBC Wealth Management, we’ll help you build a plan that shows you the way forward to the retirement you’ve always wanted.
Assist aging relatives
To ensure your loved ones receive the care they need, we can provide strategies that will address a number of eldercare issues.
Eldercare planning
From long-term care costs to acting as a Power of Attorney, our experts will help you navigate the complex issues that come with caring for a loved one.
Organize your estate and plan your legacy
When the unexpected happens, you need to ensure arrangement are made. We’ll help you formulate a long-term plan to protect your wealth and your heirs.
Estate planning
An up-to-date estate plan is critical to ensure your wishes for your family are carried out. Speak to RBC Wealth Management about planning for the long term.
Build and protect your wealth
When your circumstances in life change, your investment portfolio should reflect your new stage in life.
Investment management and advice
Because every investment strategy is personal, we will work with you to create and/or update a portfolio that reflects you and your plans for the future.