Financial planning

Wealth planning

Many pieces make up your unique financial picture. A personalized plan can bring everything together to help you stay on track in achieving your goals.

Life’s milestones, events, circumstances and the unexpected—personally and professionally—will have an impact on your short- and long-term financial goals. Change is inevitable, so having a plan in place, with the flexibility to shift and evolve, can make all the difference.

At RBC Wealth Management, we can help you create a personalized financial plan that incorporates your unique needs and ambitions. You can rely on our in-depth knowledge and experience to guide you through the process, from developing your financial strategy to identifying opportunities to helping you stay on track toward reaching your goals.

Know what you’re planning for

We’ll help you clarify and identify your objectives in the areas most important to your financial well-being, such as your family, career or business, lifestyle and investments. From there, we work with you to build a tailored financial plan to help ensure the decisions you make to meet today’s needs won’t compromise your goals for tomorrow.

A comprehensive planning approach

Your plan will help address and integrate all aspects of your finances, including cash and debt management, tax and investment planning, risk management and retirement and estate planning.

Our work doesn’t end with your plan—it’s just the beginning. As our client, you have access to a wide range of RBC Wealth Management solutions and services. We also offer specialized tools, resources and expertise to help you every step of the way in identifying, planning for, tracking and realizing your goals.

We’ll guide you through your choices, help you manage your plan and make adjustments according to your evolving needs, changing market conditions and the latest insights from RBC’s global investment strategists.

Planning for your ideal retirement

Whether you’re already retired, nearing retirement or it’s well into the future, we can create a plan to help you reach your goals within defined time horizons. We can also help answer your questions, which may include:

  • Will you have enough to maintain the retirement lifestyle you want?
  • Will your retirement income last as long as you need it to?
  • What if your situation changes before or during retirement?

Knowing how situations can change, we can create retirement projections to help you understand how different scenarios and assumptions may impact your retirement plans.

When changes take place, as they often do, we’ll work with you to review your plans, analyze the details and make adjustments to help you stay on track.

Let’s plan for your success

Speak with an RBC Wealth Management advisor to help achieve your unique goals.

Our insights

The value of having a strategic charitable giving plan in place

Charitable giving 5 minute read
– The value of having a strategic charitable giving plan in place

Federal budget 2024: Key measures that may have a direct impact on you

Analysis 22 minute read
– Federal budget 2024: Key measures that may have a direct impact on you

Women and wealth: The future is female

Market trends 6 minute read
– Women and wealth: The future is female