It all starts with you

How we help

At RBC Wealth Management, we understand your wealth is about more than money. That’s why we put you, your family, your business and all that matters to you at the centre of everything we do. Our personalized approach helps you achieve your goals for today and well into the future.

Our personal approach

Combining our expertise and innovative technology, we create a plan tailored to your complex needs and goals. Your advisor—backed by an extended team of specialists—will help you navigate your important decisions and milestones, giving you more confidence in the future.

You Meet Discover Plan Implement Guide

Getting to know you

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.

Understanding your goals

Before we create your customized wealth management plan, we want to learn about you, your family, your career or business and your aspirations. By understanding them, we can help you find the right solutions.

Developing smart, time-tested strategies

Once we understand your needs, goals and preferences, we develop a wealth management plan specific to you.

The creation of your plan brings together our insights and experience to:

  • Coordinate your affairs
  • Establish and help achieve specific goals
  • Proactively help manage risk
  • Uncover opportunities you may not be aware of
  • Help simplify your financial life

Your personal advisor is supported by a team of specialists, including Wealth Management Services, the Portfolio Advisory Group and RBC Capital Markets research. These teams consult and provide resources to integrate all aspects of your plan, including:

  • Investment strategy
  • Financial planning
  • Retirement planning
  • Estate and legacy planning
  • Tax planning
  • Business owner planning
One of the unique things that we bring to our approach in Wealth Management Services is our ability to combine tax, legal and investments all into one conversation. Holistically approaching all three of them allows us to really have a unique view
on our client’s wealth.

Tony Maiorino

Vice President and Director
Head, RBC Wealth Management Services

Implementing thoughtful, creative solutions

Based on your wealth management plan, your advisor recommends solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

As an RBC Wealth Management client, your advisor can help connect you to a team of specialists and resources for consultations and insight. With your approval, your advisor puts your customized plan into action.

Working with you and on your behalf, we’re here to support your journey towards success.

In all honesty, we were a little surprised by the breadth of services that RBC offered us. It is nice to know that the people you are working with are working in tandem as a team.

Denise and Kevin

RBC Wealth Management clients

Guiding you every step of the way

Change is inevitable. Whether it’s your needs, the financial markets or other factors that change, your wealth management strategy requires the flexibility to anticipate and respond to them. We’re here to guide you and help you through each stage of your journey.

Ongoing reviews

We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.

Progress updates

Your advisor is always available to answer questions, provide advice or review your portfolio. We’re committed to keeping you well informed about the progress you’re making towards your financial goals—how and when you want.

Convenient account access

You can securely access your account information, important documents and market insights through RBC Wealth Management Online or on the RBC Mobile app.

More reasons why clients choose us

Over a century of looking ahead

We’ve helped guide generations of Canadians through challenges and opportunities as they happen. 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.

More about us

We’re here for you

Our work with you is about more than finances. We’re one of the first people our clients call during pivotal moments. When they sell their home. When a loved one passes away. When they’re planning for their child’s education. When they need to take the next step. It’s our privilege to help you.

An award-winning team

The success of our clients motivates us and fuels our innovation. We’re honoured to be recognized for our efforts.

Awards and recognition

Let us guide you

Talk with an RBC Wealth Management advisor to help create your ideal financial future.