Financial planning

Protect your family from income loss

If you are the primary breadwinner in your family, there may be risks associated with your senior position due to business reorganization or downsizing.

Are you confident you and your family could continue to fulfil your obligations, meet your goals and maintain your lifestyle if your position is eliminated? What if you were to become ill or injured and could not complete your normal job duties?

An income replacement strategy is one way to help prepare your family in the event of the unexpected. Working closely with you and your family, we can help you determine the expenses and obligations you’ll need to cover, and prepare a contingency plan you and your family can count on.

Access comprehensive wealth planning through these RBC businesses:

Investment management and advice

Benefit from professional advice on the full range of investments uniquely personalized investment management and comprehensive financial, retirement and estate planning.

RBC Dominion Securities
Investment counselling

Realize your financial goals through consistent investment management, led by our firm's established approach, which is tailored to your family’s circumstances by a personal investment counsellor.

RBC PH&N Investment Counsel
Estate, trust and elder care solutions

Preserve your wealth for future generations while getting the professional assistance you need to navigate complex and sometimes emotional decisions.

RBC Estates & Trust Services
Banking and credit

Receive customized wealth management, sophisticated banking, cash management and high-net-worth credit solutions, from a dedicated private banker and their team.

RBC Private Banking