Personal advice and service

At RBC Wealth Management, you have access to the vast resources of Canada’s leading wealth management firm, including the expertise and personal attention of your dedicated team.

We recognize that your wealth is about more than money – and so should your wealth management. In addition to professional investment management, we can assist with your important goals in life, such as planning your retirement and protecting your legacy for your family. We are also pleased to make introductions to RBC experts you may need in other areas like banking, insurance and estate planning.

Below we highlight some of the services you can expect as a client. If you would like more information, or have any questions about your new account, your Advisor Team would be pleased to assist.



David Agnew
Chief Executive Officer, RBC Wealth Management Canada

Put our resources to work for you

Helping your RBC Wealth Management representative provide you with comprehensive wealth management is an extensive team of financial planners, estate consultants, business owner specialists, investment strategists, research analysts and more.

Planning your future

Whether it’s making the most of your retirement or transferring wealth to the next generation, your RBC Wealth Management representative can connect you to the resources you need.

Protecting your wealth

We can help protect your financial security today and your legacy for the future with tax-efficient strategies.

Creating your legacy

We help you build and solidify the legacy you’ve envisioned for your family and community whether that’s a comprehensive plan for transferring wealth to the next generation or charitable giving strategies for a better tomorrow.

Connecting you to RBC services

Your RBC Wealth Management representative can help you navigate the vast resources of RBC, connecting you to the services and experts you may need in banking and beyond.

Let’s connect

We want to talk about your financial future.