Control how your assets and wealth are managed – and plan your legacy. We can guide you through the process.
Are you prepared for what may come next? By having an estate plan, your wealth can help secure your family’s financial future and support the charities, organizations and causes that matter to you.
At RBC Wealth Management, we can help you create an estate plan to map out how your estate and assets will be distributed upon your death. Your estate plan reflects your unique needs, wants and wishes. It may help:
To be effective, your estate plan needs to reflect your current circumstances, family arrangements and geographic locations – especially as life evolves and your needs change.
When planning your estate and creating your Will, choosing an executor is an important decision. You can name anyone, such as a family member or friend, a trust company, lawyer or accountant. However, choosing the wrong person could prove costly to your estate and cause – or intensify – family conflicts.
Partnering with an experienced professional to manage your estate can help provide peace of mind about how your final wishes will be carried out. At RBC Wealth Management, we can work with you to assess and guide you through the tasks and responsibilities your executor will face.
You can rely on our experience in handling sensitive family issues with compassion and objectivity. We can also tap into the extensive resources of RBC to ensure your estate is settled with the benefit you want for your beneficiaries.
Create the legacy you envision with help from an RBC Wealth Management relationship manager.
Access professional trustees and flexible trust capabilities to help protect and preserve your wealth today and for generations to come.
Choose how your investment portfolio is managed, based on a customized strategy that reflects your risk tolerance and personal goals.
Invest with purpose and apply responsible investing approaches to create a positive social and environmental impact.