Whether your business has just launched, is growing or you’re ready to take the next step, you have unique planning needs—personally and professionally.
No matter which life cycle stage your business is in, the crucial decisions you make each day may have far-reaching impacts on your business. Protect what you’ve worked so hard to build by having the right plans in place to help achieve your goals and prepare for the future.
As an RBC Wealth Management client, you have access to a range of services and potential solutions catered to your needs and those of your business or corporation. Your dedicated advisor and our team of specialists work alongside your professional tax and legal advisors to consider and implement planning that fits your objectives.
Your planning decisions can be multifaceted and complex, requiring in-depth expertise. RBC Wealth Management can help you at every stage of your journey—from business structure, tax considerations and planning for the unexpected to succession and transitioning into a well-funded retirement.
Our business owner planning services and solutions may be ideal in areas such as:
Speak with an RBC Wealth Management advisor about solutions to meet your evolving needs.
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.
Choose how your investment portfolio is managed, based on a customized strategy that reflects our insights, your risk tolerance and your personal goals.
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.