Investment management

Build and protect your wealth

You’re investing to meet important goals – enjoying your retirement, living the lifestyle you want, helping your family and creating a legacy for future generations.

As you make progress towards your goals, you may find your investments are growing more complex and demanding of your time.

At RBC Wealth Management, we can take care of all the details for you through our fully-discretionary managed solutions, which will free your time and allow you to focus on what’s most important in your life.

We will custom design your investment portfolio to help you meet your goals for growth, income and capital preservation, and provide access to the expertise of world-class investment managers, including RBC Global Asset Management.

Your portfolio will be managed for you within specific guidelines, and adjusted according to your evolving needs, changing market conditions and the latest insights from RBC’s global team of investment strategists.

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

Best Private Banking Services in Canada

2018 Euromoney Private Banking and Wealth Management Survey


Best Private Bank in Canada

Global Private Banking Awards 2017 presented by PWM and The Banker


Outstanding Private Bank - North America

Private Banker International Global Wealth Awards 2017


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Is the next generation ready?

Explore our 2017 Wealth Transfer Report

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