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RBC Wealth Management

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Wealth planning

New wealth planning

When your personal situation changes unexpectedly, updating your financial plan can ensure you’re still on track to meet your retirement goals, provide for your family, protect your wealth and ensure you’re able to life the lifestyle you envision.

We will review your current financial situation and any recent changes, and comprehensively evaluate your financial, investment and tax situation to tailor a financial plan that can help guide your current and future decisions related to your wealth.

As your financial situation changes, we’ll help keep your financial plan up-to-date so you always have a road map to help you reach your goals.

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