Business owners and entrepreneurs

Who we help

Your business started with a purpose—let us help you focus on it. We understand the complexities of business ownership and can support you through every stage. We’ll work together to define your goals and help your business thrive.

How we can help


Move forward confidently by making informed decisions. We can work with you on strategies that focus on what’s important to you and your business.

Business owner planning

Move confidently through each stage of your business life cycle with personalized planning—backed by expert insights—to meet your evolving needs.

Group pensions and retirement savings plans

In a competitive job market and an often-shifting economy, set your company apart with attractive benefits for your employees.

Investment management

Choose how your investment portfolio is managed, based on a customized strategy that reflects our insights, your risk tolerance and your personal goals.

Financial planning

A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.

Credit and lending

Access the additional capital you or your business needs to take advantage of new opportunities and help build your wealth.

ESG and responsible investment

Develop an investment portfolio based on a greater purpose to create positive social and environmental impact.

Registered plans trustee services

Create a registered contribution plan to support the retirement and other savings goals of your employees.

Retirement compensation arrangements

Incorporate enhanced retirement and pension benefits to help retain and attract quality employees.


Change is inevitable, and we’ll help you plan for it. Let us create a customized plan to help preserve and protect your assets, so you can focus on running your business.

Estate planning

From yesterday to today to tomorrow, your wealth tells a personal story. We’ll help you align your plans with your wishes and the legacy you envision.

Tax planning

Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.

Escrow services

An escrow arrangement can help manage risk and ensure that financial or other obligations are met.

Financial literacy

Everyone can benefit from developing their financial literacy skills. Set all family members up for success with our financial education tools and resources.


Whether you’re thinking of selling your business or keeping it in the family, we can help you prepare for what’s next. With a plan in place, you can get there with confidence.

Business succession planning

Feel confident about your next chapter, whatever it may be, with a succession plan that positions you and your business for the best possible outcome.


We’ll help you offer support—whether to your family, employees or causes that matter to you–in a way that aligns with your values and your business objectives.

Legacy planning

Create an enduring family legacy, simplify your estate and pass down your wealth and values with personalized planning.

Charitable giving

Support the organizations and causes that matter to you by incorporating a charitable giving strategy into your overall wealth plan.

Let us guide you

Discover a strategic approach to managing your business and wealth with RBC Wealth Management.

The bank has become simplified for me because I just hand over most of the challenges we have … they give me peace of mind.

Greg Cochrane
Serial entrepreneur, CEO, RBC Wealth Management client

Our insights

Weaving the threads of U.S. equity outperformance

Analysis 6 minute read
– Weaving the threads of U.S. equity outperformance

Video: Three reasons Canadian investors should care about U.S. debt

Analysis 2 minute read
– Video: Three reasons Canadian investors should care about U.S. debt

Video: What can investors expect for the rest of 2024?

Analysis 3 minute read
– Video: What can investors expect for the rest of 2024?