Financial literacy

Wealth planning

It’s never too early—or too late—to focus on financial education and set the stage for informed, confident financial decision-making.

Financial decisions touch so many aspects of life. Some decisions are simpler, such as making day-to-day purchases, while others are more complex, such as investing, caring for an aging parent or planning for retirement.

At RBC Wealth Management, we believe everyone can benefit from developing their financial literacy skills.

Building sound financial management skills

Focusing on the needs of teenagers, adults and multigenerational families, the RBC Wealth Management Financial Literacy Program is designed to provide the resources and tools necessary to build financial independence and confidence.

  • Do you have younger family members who are starting to earn and save or are at an age where they’re taking on greater financial responsibilities?
  • Do you or your spouse always take the lead when it comes to managing the family finances?
  • Have you or your family members entered a new stage in life or recently experienced changes to your situation?

In any of these cases, financial education can offer a range of important benefits, now and in the future.

With an advisor-led format and comprehensive, practical learning for those aged 16 and over, this program can help your family members gain exposure to key financial topics. It can also help those of all ages develop knowledge and capabilities to assist with informed financial decision-making throughout their lives.

Set your family up for success


Discover how financial education from RBC Wealth Management can benefit your loved ones.

Our insights

How private banking can help families prepare the next generation for wealth

Wealth transfer 4 minute read
– How private banking can help families prepare the next generation for wealth

How to plan for care as you age

Eldercare 51 minute watch
– How to plan for care as you age

The 2024 U.S. elections: Some final thoughts on fiscal spending and the Fed

Analysis 9 minute read
– The 2024 U.S. elections: Some final thoughts on fiscal spending and the Fed