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Wealth planning for executives

Simplify your complex financial affairs

With increased seniority often comes increased complexity – a higher tax bill, a larger investment portfolio, multi-faceted compensation packages and precious little time to manage any of it. 

Executives who are too busy to optimize their wealth often benefit from a more sophisticated, integrated approach. Drawing on enhanced financial planning tools and retirement solutions for high-net-worth investors and executives, we’ll take the time to understand your financial concerns and help you create a plan to achieve your goals.

For example, we can help:

  • Maintain your lifestyle in retirement with supplemental executive retirement plans
  • Make sense of complex employee compensation packages, including employee stock options
  • Diversify concentrated stock positions to reduce risk
  • Plan for a change of career
  • Transfer assets to family or charity tax efficiently

Once you’ve taken stock of what you wish to achieve, your financial plan can help guide any decisions related to your wealth. As your financial situation changes, we’ll keep your financial plan up-to-date – so you always have a roadmap to help you reach your goals, even if your status or position within your company does changes.

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 Royal Trust
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