We start with you

How we help

At RBC Wealth Management, we understand your wealth is about more than money. That’s why we put you, your family and your business at the centre of everything we do. Our personalized approach helps you achieve your goals for today and well into the future.

Our personal approach

Combining our expertise and innovative technology, we create a plan tailored to your complex needs and goals. Your advisor—backed by an extended team of specialists—will help you navigate your important decisions and milestones, giving you more confidence in the future.

You Meet Discover Plan Guide

Getting to know you

Great relationships start with a conversation. At RBC Wealth Management, we believe the best conversations give us a better understanding of what’s important to you, your unique needs and your ambitions for the future.

Understanding your goals

Before we create your customized wealth management plan, we take the time to learn about your family and how you plan to support them across generations. Then, we gain better knowledge about your expectations, circumstances and needs that influence your aspirations. By understanding them, we can help you find the ideal solutions.

Developing smart, time‑tested strategies

Once we understand your needs, goals and preferences, we develop tailored wealth strategies specific to you.

Led by your relationship manager, the creation of your RBC Wealth Management plan brings together our insights and experience to:

  • Clarify your personal, family, business and financial needs
  • Coordinate your affairs
  • Establish and help achieve your life goals
  • Proactively help you make informed decisions
  • Uncover opportunities you may not be aware of
  • Help simplify your financial life

Your wealth management team is supported by a global network of RBC teams. These teams consult and provide resources to integrate and support all aspects of your plan, including:

  • Wealth planning
  • Investment solutions
  • Retirement planning
  • Estate and legacy planning
  • Business succession planning
  • Asset protection

Based on your wealth strategies and plan, we recommend solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

Providing thoughtful solutions and guidance

As an RBC Wealth Management client, you have a wealth management team working on your behalf. With your approval, we put your customized plan into action.

You can rely on us to guide you and keep you informed through each stage of your journey. Whether it’s your needs, the financial markets or other factors, change is inevitable. With this in mind, we make sure your wealth management strategy has the flexibility to anticipate and respond to these changes.

Ongoing reviews

We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.

Progress updates

We’re committed to keeping you well informed about the progress you’re making towards your financial goals. In addition, your wealth management team is always available to answer questions, provide advice or review your portfolio.

Convenient account access

You can securely access your account information, digital documents and market insights through RBC Wealth Management Online or our mobile app.

More reasons why clients choose us

Over a century of looking ahead

Generations of RBC clients have relied on our strength, integrity and unwavering dedication to their success. Like you, we want to be prepared for what’s next, so we continue to invest in our people and technology to help our clients prosper in an ever-changing world.

More about us

We’re here for you

Our work with you is about more than finances. We’re one of the first calls our clients make during pivotal moments. When they’re planning for their child’s education abroad. When they’re creating an estate plan. When they’re looking to sell a business. When they need to take the next step. It’s our privilege to help you.

An award-winning team

The success of our clients motivates us and fuels our innovation. We’re honoured to be recognized for our efforts.

Awards and recognition

Let us guide you

Create your ideal financial future with help from an RBC Wealth Management relationship manager.