Individuals and families

Who we help

Accomplishing your goals is easier with a plan—a flexible one that takes you through the milestones that matter to you. Whether you’re looking to build your wealth, enjoy your future retirement or create a lasting legacy, we’ll develop a customized plan and support you at every point to help you reach your destination.

How we can help


We’ll work with you on wealth management strategies that focus on what’s important to you, your needs and those of your family or business.

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.


Change is inevitable, and we can help you plan for it. We’ll guide you through ways to help protect your wealth—today and far into the future—so you can enjoy more peace of mind.

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.

Trust solutions

Protect and provide for your loved ones now and into the future in a tax-efficient manner while providing guidance over how the trust assets are used.

Estate solutions

Have the help and guidance you need when acting as an executor for a loved one’s estate or choosing one for your own estate.

Incapacity solutions

Be prepared. Appoint someone as your attorney for property to take care of your financial assets and affairs should you become unable to do so, or get help if you’ve been appointed.

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.


Having a flexible plan in place can help you live with peace of mind. We’ll help you manage the competing needs of today and your goals for tomorrow.

Retirement income planning

Enjoy the retirement you’ve envisioned with sound strategies tailored to your individual priorities and goals.

Banking and cash management

Take care of your daily banking with dedicated services and exclusive privileges that you and your family can enjoy.

Cross-border banking

Make banking in the U.S. as seamless as possible—whether for online purchases, travel needs or business expenses—with our U.S.-based solutions.


Your wealth can let you do more for others. Whether it’s funding education, providing eldercare for loved ones or philanthropic giving, we can help you make a difference.

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.

Funding education

Help your loved ones put their best foot forward with strategies that focus on education savings. We’ve done the homework for you.

ESG and responsible investment

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

Let us guide you

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

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?