Individuals and families

Who we help

Accomplishing your goals is easier with a map – one to guide you through the milestones that matter to you. Whether you’re looking to grow your wealth, enjoy your future retirement or create a lasting legacy, we’ll develop a customized plan to help you reach your destination.

How we can help you

Expand your wealth

We’ll work with you on wealth-building strategies that focus on what’s important to you, your needs and those of your global family.

Investment management

Choose how your investment portfolio is managed, based on a customized strategy that reflects your risk tolerance and personal goals.

Wealth planning

A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.

Secure your legacy

We’ll guide you through ways to help protect your wealth – today and far into the future – so you can enjoy more peace of mind.

Estate planning

Take control of how your assets and wealth are managed—while establishing and securing your legacy—with estate planning services.

Trust and fiduciary

Access professional trustees and flexible trust capabilities to help protect and preserve your wealth today and for generations to come.

ESG and responsible investment

Invest with purpose and apply responsible investing approaches to create a positive social and environmental impact.

Wealth planning

A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.

Live well

We’ll help you manage the competing needs of today – both locally and globally – and your goals for the future. With a plan in place, you can get there with confidence.

Credit

Manage your cash flow needs with strategic financing and access flexible liquidity solutions using credit so you have funds available when required.

Wealth planning

A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.

Investment management

Choose how your investment portfolio is managed, based on a customized strategy that reflects your risk tolerance and personal goals.

Make a difference

Your wealth can let you do more for others. We’ll help you make a difference your way – from assisting your family to responsible investing to philanthropic giving.

ESG and responsible investment

Invest with purpose and apply responsible investing approaches to create a positive social and environmental impact.

Estate planning

Take control of how your assets and wealth are managed – while establishing and securing your legacy – with estate planning services.

Let us guide you


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

Our insights

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