Our personal approachCombining our experience and forward-thinking approach, we create a plan tailored to your complex needs and goals. Your relationship manager – backed by a knowledgeable team and exclusive resources – will help you navigate your important decisions and milestones, giving you more confidence in the future.
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.
- High-net-worth individuals and families
- Asia's Global Families
- Business owners
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.
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.
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.
We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.
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.
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.
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.
The success of our clients motivates us and fuels our innovation. We’re honoured to be recognized for our efforts.