Our personal approachCombining 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.
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.
- Business owners
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.
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
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.
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.
We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.
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.
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.
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.
The success of our clients motivates us and fuels our innovation. We’re honoured to be recognized for our efforts.