Your business owner strategy

Optimize your business

You know your business better than anyone else. But when day-to-day operations and decisions compete for your attention, a “roadmap” can help you achieve your long-term business goals and prepare you for the unexpected.

Through discussions and information-gathering, we can help you determine how various sources of income can be used in the business, make provisions for your business in your estate plan, help protect your business from unforeseen events and build a succession plan.

From there, we can recommend tax, retirement and succession planning strategies that take advantage of opportunities for long-term growth and efficiency – so you can look ahead to the future without losing sight of the present.

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