At RBC Wealth Management, we take the time to understand your needs and what matters most to you, so we can help you define and realize your personal and financial ambitions.
Know what you're planning for
Our aim is to help you discover your objectives in the areas most important to your financial wellbeing, such as your family, career or business, lifestyle and property. From there, we work with you to build a tailored wealth structure to help ensure the decisions made to meet your needs today won’t compromise your goals for tomorrow.
Our team of wealth planning professionals has your best interests at heart and will be able to discuss a wide range of strategies and solutions.
- Asset protection: Protect your assets for now and for future generations in the event of unforeseen circumstances
- Cross-border succession planning: Address cross-border needs by taking into consideration asset protection requirements, succession plans and geographic locations
- Trust and fiduciary services: Help pass on your wealth while protecting and preserving your assets, your personal estate and your privacy
- Liquidity and legacy planning: Use liquidity planning to build a lasting legacy across generations and support your wealth transfer goals
- Safeguard your business: Lessen the disruption of the loss of key individuals in your business through possible key person protection solutions
Whether you're still growing your wealth, planning for your retirement or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalized wealth plan.