Your values, needs and goals are unique. We take the time to understand them so we can create a strategic wealth plan that reflects what’s important to you.
At RBC Wealth Management, we believe the greatest returns are more than financial. Your aspirations may involve your family, your business or the legacy you want to leave. We can help you navigate opportunities, changes and challenges as they happen—from generation to generation—and help you grow more than wealth.
When you choose us as your wealth management partner, you benefit from the financial stability and strength of Canada’s largest financial institution.1
Meet our leadership team
As an industry leader with deep resources, proactive risk management and a focus on community, RBC continues to evolve, grow and set new standards. Our heritage of integrity and unwavering client dedication continues to guide our progress.
At RBC Wealth Management, you’ll enjoy personal service and customized solutions—supported by a vast network of professionals.
The success of our clients motivates us and fuels our innovation. We’re honoured to be recognized for our efforts.
1 Based on market capitalization as of April 30, 2021.
A bond-focused startIn 1901, Dominion Securities Corporation Limited was established in Toronto. Early business focused on underwriting and distributing government and municipal bonds—and began to expand leading up to the First World War.
1929 – forming the RBC Art CollectionToday, parts of the collection are housed in RBC Wealth Management offices in Canada, the U.S. and the British Isles.
1937 – a new departmentA new stock trading department completed Dominion Securities’ investment capabilities.
Royal Bank first sponsored the Canadian Olympic Association. This would become the longest Olympic sponsorship in Canadian history.
By the 1950s, Dominion Securities branches were operating in all the principal Canadian cities.
Royal Bank was the first Canadian bank to install a computer, an IBM 1401. Used for accounting, it occupied an entire room.
At RBC Wealth Management, we continue to innovate and develop digital tools to help our clients and advisors.
1964 – we’ll be together laterPhillips, Hager & North Investment Management Ltd. incorporated.
1967 – another banking firstRoyal Bank made the first Canadian banking transaction by computer: a deposit.
Royal Bank established an Equal Employment Opportunity program, the first of its kind for a Canadian bank.
Dominion Securities grew through strategic acquisitions, including merging with Pitfield, Mackay, Ross Limited to create Dominion Securities Pitfield.
Dominion Securities continued to grow through strategic acquisitions, including Pemberton Houston Willoughby Investment Corporation.
Royal Trustco Investment Counsel Inc. incorporated.
1990 – we’ll be together laterRoyal Trust Corporation of Canada incorporated.
1991 – a securities firstRoyal Bank becomes the first Canadian bank to receive regulatory approval to underwrite corporate securities in the U.S. through its subsidiary, Dominion Securities.
1993 – growthRBC acquired Royal Trust.
1995 – a new nameRoyal Trustco Investment Counsel Inc. changed its name to RT Investment Counsel Inc.
1996 – part of RBCDominion Securities acquired Richardson Greenshields of Canada Ltd. RBC Royal Bank obtained 100% ownership of RBC Dominion Securities Inc.
1999 – RBC Private Counsel formsConnor Clark, Global Private Banking Canada and RT Investment Counsel Inc. formed RBC Private Counsel Inc.
Formation of Wealth Management Services, a team of leading professionals, including accountants and lawyers, dedicated to serving the wealth management needs of clients.
Phillips, Hager & North’s Discretionary Private Client business and RBC Private Counsel Inc. combined to form RBC Phillips, Hager & North Investment Counsel, one of Canada’s largest private client investment counselling businesses.
RBC expanded its footprint in private and commercial banking and wealth management in the U.S., with its $5 billion acquisition of L.A.-based City National Bank.
We serve the wealth management needs of more than 400,000 clients in Canada with client assets exceeding C$1.3 trillion.
RBC Wealth Management is the largest full-service wealth management firm in Canada. We deliver personalized wealth management solutions through four diverse, complementary businesses.
Gain peace of mind with a personalized approach to investment management and wealth planning that includes your retirement, your lifestyle and your legacy.
Realize your financial goals with disciplined investment counsel and wealth planning services tailored to your unique needs.
Enjoy a personalized, award-winning private banking experience, including cash management and credit solutions, and access to our breadth of wealth planning services.
Protect and preserve your wealth today and for future generations with tailored estate, trust and incapacity solutions for you, your family and your business.
Generations of Canadians have relied on our in-depth knowledge and experience to help achieve their goals. Our customized approach includes top-tier investment insights, proactive solutions and dedicated support from Canada’s largest wealth management services team.
As an RBC Wealth Management client, you have access to a network of experienced legal, tax, insurance and accounting professionals who bring their expertise to your unique needs.
Every step of the way, we help you make informed decisions based on your needs, our insights and our analysis of factors and trends.
At RBC Wealth Management, we know that wealth means much more than finances. It includes a sense of well-being, belonging and prosperity in the communities where we live and work.
Everything we do has an impact—from partnering with charitable organizations and sponsoring causes to the exceptional volunteering efforts of our employees.
We look for opportunities to invest our time, talent and resources to empower communities and drive positive change.
The artist’s latest piece, acquired by the RBC Art Collection, was created in response to a painting by her late brother.