Sophisticated investor services

Take advantage of unique opportunities

As a sophisticated investor, such as an accredited investor, registered investment counsellor or family office, you're responsible for managing large, complex portfolios.

We can help connect you to investment solutions, custody services and specialized trading services designed for investors responsible for very large portfolios, whether you are investing for yourself or on behalf of an organization or clients.

For established investors with greater investment knowledge and risk tolerance, we facilitate access to high-end investment solutions including structured notes, hedge funds and private equity investments, as well as professional custody management and execution services provided by an experienced trading desk.

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